Data Center

Positron AI chips: $230M Series B to challenge Nvidia

Positron AI chips: $230M Series B to challenge Nvidia
Positron closed a $230 million Series B at a reported $1 billion valuation, co-led by Arena Private Wealth, Jump Trading, and Unless, with strategic capital from Qatar Investment Authority (QIA). Positron is focused on inference silicon rather than training, aligning with a market shift from building ever-larger foundation models to deploying them at scale. Its first-generation Atlas chip, manufactured in Arizona, is designed around high-speed memory throughput and is claimed to match Nvidia H100-class performance at under one-third the power for select inference workloads.

AT&T Closes Lumen Fiber Acquisition

AT&T Closes Lumen Fiber Acquisition
AT&T has closed its $5.75 billion cash deal to acquire Lumen’s consumer fiber business across 11 states, reshaping competitive dynamics in U.S. fiber-to-the-home and sharpening Lumen’s enterprise focus. The transaction moves more than 1 million fiber subscribers and over 4 million enabled fiber locations, including the Quantum Fiber brand and related consumer access networks, into AT&T’s portfolio. AT&T’s fiber home internet footprint now spans 32 states, adding major metros such as Denver, Seattle, and Salt Lake City where it can bring multi-gig services to market at scale.

AI infrastructure power shift: Vestberg joins Digipower X

Ex-Verizon/Ericsson chief Hans Vestberg joins Digipower X to scale AI with energy-first, Tier III modular data centers and a 1.5 GW development pipeline.
Digipower X positions itself as a vertically integrated AI infrastructure operator combining Tier III-certified modular data centers with owned and controlled energy assets to compress deployment cycles. The company cites more than 200 MW currently online across a combined-cycle plant and three additional operational sites, development pathways for up to 1.5 GW over the next three years, and a letter of intent tied to a 1.3 GW power plant in West Virginia that is being evaluated as a long-term AI campus anchor, with additional scale targeted in North Carolina. Its AI-Ready Modular Solution (ARMS) aims to deliver Tier III modular capacity in roughly 180 days, emphasizing redundancy, energy optimization, and liquid-cooling readiness for high-density AI clusters.

Nvidia OpenAI investment: Huang rejects $100B stall

Nvidia OpenAI investment: Huang rejects $100B stall
Nvidia’s CEO is publicly reaffirming confidence in OpenAI even as reports suggest the companies may narrow the scope of an ambitious, nonbinding plan announced last fall. During a visit to Taipei, Nvidia CEO Jensen Huang dismissed talk of friction with OpenAI and said Nvidia will participate in OpenAI’s next funding round. Recent reporting suggested Nvidia has emphasized the nonbinding nature of its plan to invest up to $100 billion and build roughly 10 GW of compute for OpenAI, and that both parties are re-examining scope and terms.

India’s Zero-Tax AI and Cloud Exports Through 2047

India’s Zero-Tax AI and Cloud Exports Through 2047
New Delhi has unveiled a sweeping tax holiday to capture the next wave of AI and cloud build-outs, positioning India as a long-term base for exporting compute. Foreign providers that deliver cloud and data center services to customers outside India will pay zero corporate tax on those revenues through 2047, provided workloads run from facilities in India. The budget also introduces a 15% cost-plus safe harbor for Indian data center units serving related foreign parties, simplifying transfer pricing for global delivery hubs. For cloud providers, it strengthens the business case to place GPU clusters, storage, and interconnect in India to serve overseas demand, not just local workloads.

Blue Origin TeraWave LEO/MEO Network for Enterprises

Blue Origin TeraWave LEO/MEO Network for Enterprises
TeraWave combines 5,280 low Earth orbit satellites with 128 medium Earth orbit satellites—5,408 spacecraft in total—tied together via optical inter-satellite links. The design targets global coverage with two distinct performance tiers: up to 144 Gbps symmetrical RF links per enterprise customer using Q/V-band in LEO, and optical links in MEO delivering up to 6 Tbps for high-throughput trunking between hubs. Blue Origin positions the service for point-to-point private links and enterprise-grade internet access, with an initial target of up to 100,000 customers. The company intends to launch on its own New Glenn vehicles and leverage reusable engines to scale deployment.

From Connectivity to Intelligence: How Telcos Are Re-Engineering Themselves for the AI Era

From Connectivity to Intelligence: How Telcos Are Re-Engineering Themselves for the AI Era
The telecom industry is evolving fast, driven by the rise of AI and real-time data demands. Telcos are moving from legacy connectivity models toward becoming AI-powered intelligence infrastructure providers. This transformation spans infrastructure modernization, distributed AI, operational automation, and monetization shifts, from selling bandwidth to delivering tailored digital experiences.

AI networking bottlenecks: Europe vs US | Nokia Report

AI networking bottlenecks: Europe vs US | Nokia Report
Across roughly 2,000 decision-makers in telecom, data center, and large enterprises, a strong majority doubts that existing infrastructure will keep up with AI’s next wave. In the US, most respondents expect network buildouts to lag AI investment and call out near-term priorities such as optimizing bidirectional data flows, expanding fiber capacity, enabling real-time training feedback, and placing low-latency compute closer to users. In Europe, most enterprise leaders say current networks are not ready for broad AI adoption; many already report latency, throughput, and resiliency pain as data demands rise. The common thread is clear: without accelerated modernization, networks risk becoming the bottleneck that constrains AI outcomes.

Telecom and Tech M&A Tracker 2025

Telecom and Tech M&A Tracker
2025 has seen major telecom and tech M&A activity, including billion-dollar deals in fiber, AI, cloud, and cybersecurity. This monthly tracker details key acquisitions, like AT&T buying Lumen’s fiber assets and Google’s $32B move for Wiz, highlighting how consolidation is shaping the competitive landscape.

SoftBank–DigitalBridge: AI Data Center Power Advantage

SoftBank–DigitalBridge: AI Data Center Power Advantage
A potential take‑private of DigitalBridge by SoftBank would concentrate capital, power, and build capability at the precise chokepoints of the AI and telecom stack. The center of gravity in AI infrastructure has moved from buildings and GPUs to grid access, entitlements, and construction lead time. DigitalBridge controls rights to roughly 21 GW of power across its global portfolio—effectively a banked inventory of megawatts that can be turned into contracted capacity faster than new entrants can clear interconnection queues or procure transformers. This transaction is fundamentally about compressing multi‑year build timelines for AI factories into quarters.

Federal AI Order to Preempt State Laws

Federal AI Order to Preempt State Laws
The administration plans an executive order to set a single national AI rulebook and override state-level frameworks, a move with immediate implications for telecom, cloud, and enterprise AI strategies. President Trump signaled he will sign an executive order establishing a uniform federal approach to AI governance that preempts state regulations. Reports indicate the order aims to reduce compliance friction by replacing diverse state rules with a lighter-touch national framework focused on competitiveness. State officials from both parties, safety advocates, and labor groups are preparing to fight the order, citing risks related to consumer harm, deepfakes, hiring bias, and child safety. On the other side, Silicon Valley leaders warn that 50-state compliance regimes could deter innovation and blunt national competitiveness.

Adani Invests $5B in Google India AI Data Center

India’s Adani seeks up to $5 billion investment in Google data center to join AI boom

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