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Data Center

SK Telecom's SK Hyper AI data centre unit, targeting 5 gigawatts of capacity by 2029 and 15 gigawatts by 2035, comes with unusually specific technical architecture detail: a multi-silicon compute platform pairing Arm's AGI CPU with Rebellions' AI inference accelerator, a CXL-based memory pooling architecture built with Panmnesia, and named power and cooling partners in Supermicro and Schneider Electric. TeckNexus examines what each layer reveals, and why this level of disclosed detail is a rare and useful reference point for anyone planning AI infrastructure at any scale.
July 2026's roundup: Hughes Network Systems nears bankruptcy as SpaceX files to launch 100,000 satellites, Nokia's AI-RAN commercial deployments trail Ericsson's 15+ by a full order of magnitude, the FCC finalizes a $6.3B C-band incentive package and closes AT&T's $23B EchoStar spectrum deal, and fiber capital and industrial 5G both keep expanding globally.
See what scale-up and scale-out bandwidth an AI deployment actually demands — before the RFP is written, based on published accelerator interconnect generations.

You'll need: your AI deployment scale assumptions.
Produces: a DCI demand model by traffic pattern.
June 2026 showed agentic AI scaling from pilot to platform: industry-wide standards momentum, AI-RAN field trials from Nokia, Amdocs and KDDI, and fresh capital across data centers on three continents. This full roundup covers every deployment, partnership, funding round and governance move from the month, with tools to prioritise AI use cases and plan the network around them.
Runaway AI training demand is pushing data center fabrics past their limits, making optical networking the bottleneck to unlock GPU-scale performance and efficiency. Scale-up connects more GPUs within a box or across tightly coupled racks to form supernodes with ultra-low-latency fabrics. A new forecast from Goldman Sachs positions optical networking as the next mega-trend in AI infrastructure, with spend growing an order of magnitude as clusters densify. CPO—integrating optical engines with switch ASICs or accelerators—features prominently in the growth outlook. Expect a technology mix that also includes pluggable 800G/1.6T optics and emerging Linear Pluggable Optics (LPO) to reduce DSP power at short reaches.
The Fiber Broadband Association's Fiber Connect 2026 conference repositioned fiber as a foundational prerequisite for AI infrastructure — not merely a consumer broadband conduit. With hyperscalers investing $370 billion annually in AI, the FBA projects demand for twice as many fiber route miles and three times total fiber deployed today. Over 100 million U.S. homes have now been passed with fiber, yet workforce shortages exceeding 200,000 workers and power constraints threaten deployment velocity precisely when AI-driven demand is accelerating fastest.
The NVIDIA-IREN partnership, announced May 7, 2026, commits both companies to jointly deploying up to 5 gigawatts of NVIDIA DSX-aligned AI factory infrastructure across IREN's global data center pipeline. A five-year, $3.4 billion managed GPU cloud services contract anchors the deal, alongside a warrant granting NVIDIA rights to purchase up to 30 million IREN shares. The Sweetwater campus in Texas serves as the reference implementation for NVIDIA's DSX architecture, signaling a new phase of vertically integrated, gigawatt-scale AI infrastructure planning that is reshaping competitive dynamics across hyperscalers, telecom operators, and enterprise IT.

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