Tesla is embedding distributed fiber sensing and machine vision throughout its Gigafactory lines as part of an AI-first manufacturing strategy Musk calls TeraFab.
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AI training workloads require petabytes of fast storage — Micron's latest NAND is making hyper-dense storage arrays practical, and those arrays need fiber-attached interconnects throughout.
TeraFab isn't just a building — it's a manufacturing philosophy. Musk wants every surface of every factory wired with fiber sensors and AI vision systems, pushing optical component demand to new level...
Amazon AWS is accelerating its US data center buildout with $30 billion in newly committed investments. Key sites span Virginia, Ohio, North Carolina, and Mississippi — all requiring dense fiber inter...
Samsung's Taylor, TX fab expansion is part of a broader US semiconductor manufacturing wave that will require new fiber routes connecting fabs to power grids, research centers, and logistics hubs.
Microsoft, Google, and AWS plan to invest more than $500 billion combined in capital expenditures for AI infrastructure in fiscal year 2026. Analysts now project hyperscalers will control two-thirds o...
Meta and Corning are expanding optical cable manufacturing capacity in Hickory, NC as part of a multiyear, up-to-$6 billion agreement supporting Meta's AI data center buildout. A new 1,000-job manufac...
Microsoft is on track to invest around $80 billion in AI-enabled data centers in FY2025 — the largest single-year infrastructure commitment in the company's history. More than half is targeted at US f...
Meta's Project Waterworth will stretch 50,000km across five continents — connecting the US, India, Brazil, South Africa, and Asia-Pacific — making it the world's longest submarine cable with 24 fiber ...
Amazon has confirmed capital expenditure of approximately $200 billion in 2026, with the majority earmarked for AWS data center construction. A $3 billion campus in Vicksburg, MS is among the recently...
Nokia announced a $4 billion investment in US R&D and manufacturing for AI-ready network technologies, covering optical networking, data center interconnect, and advanced fiber equipment. Effective Ja...
Labor unions and construction trades have become unexpected allies for hyperscalers as they push to fast-track AI data center permitting and construction.
North Carolina lawmakers are moving to regulate the cost and permitting of hyperscale data centers as AI-driven construction accelerates across the state.
As GPU and AI chip densities skyrocket, liquid cooling and novel thermal management approaches are becoming standard infrastructure for AI facilities.
The explosive demand for AI data centers is fundamentally restructuring how power is sourced, contracted, and delivered across the United States.
The AI infrastructure buildout is moving so fast that hyperscalers are reserving data center capacity years in advance at gigawatt scale.
The EC had in 2020 recommended that member nations stop using tech from "high-risk" vendors like Huawei and ZTE, and now its vice president, Henna Virkkunen, is pushing to turn that recommendation int...
Ribbon, which provides software and technology to phone and internet giants, said nation-state hackers were in its systems since at least December 2024.
Verizon's big interest in Frontier is its fiber business and the fact that it extends to places that Verizon does not currently cover as well.
India has proposed to regulate internet-based communication services, requiring platforms to obtain a license for operating in the world’s second largest wireless market. The Department of Telecommuni...
Telecom operators in India agreed to spend $19 billion in the government auction for the 5G airwaves, New Delhi said Monday, the highest from them in any spectrum sale, as the world’s second largest w...
The Biden administration has replaced and expanded Trump-era restrictions on investing in certain Chinese firms deemed supportive of that country’s surveillance and military apparatus. Major tech, spa...
It’s raised $5.7 billion from Facebook. It’s taken $1.5 billion from KKR, another $1.5 billion from Vista Equity Partners, $1.5 billion from Saudi Arabia’s Public Investment Fund, $1.35 billion from S...
Alarm has been rising in Washington over the extent of Chinese influence in the U.S., with particular focus on universities and their research as well as on concerns around China’s acquisition of crit...
The deregulation of major U.S. industries like telecom and energy in the 1970s and 80s sparked competition that lowered consumer prices and drove product innovation between competitors. Europe, on the...
No challenge around the future of the internet looms larger in the coming year than what to do in the aftermath of the repeal of net neutrality. Open internet proponents were stunned at last month’s v...
The Telecom Infra Project (TIP), the Facebook-backed open-source hardware and software group of over 450 telecom stakeholders like Broadcom, Intel, Deutsche Telekom, Vodafone, Telefonica, SK Telecom a...
OpenStack, the open source cloud computing platform that allows enterprises to essentially run their own version of AWS in their data centers, was founded by NASA and Rackspace in 2010. Today, it’s be...