Topic

#infrastructure

3 articles tagged “infrastructure”.

a long hallway with glass doors leading to another room

SoftBank Pledges €75 Billion for Five Gigawatts of French AI Infrastructure

SoftBank Group is deploying €75 billion to build five gigawatts of AI data centers in France, locking in a major European infrastructure play tied to sovereign compute goals.

May 31, 20263 min read

Close-up view of cellular antennas mounted on a metal lattice tower structure against a blue sky.

Technology

6G: The next gen of wireless tech nobody's ready to pay for

Protocols promise terabits and zero latency, but operators are halting 6G development amid a $500 billion 5G hangover. The wireless upgrade cycle faces a brutal collision between engineering ambition and broken unit economics.

May 27, 20263 min read

AI & ML

In the AI Boom, the Margin Lives in the Middle

The companies selling compute and chips into the AI race capture the steadiest profit. In a gold rush, the reliable money is in picks and shovels.

May 25, 20262 min read