China Telecom deploys the first TPU cluster in Hangzhou based on Zhonghao Xinying's Chana chips. The Chinese sovereign compute gains a third silicon vendor with a scale customer.
1 h ago 11 8
Orange and the Morrison Fund are setting up a joint venture worth $3.4 billion for data centers in France. Europe wants sovereign compute - France is responding with a telco flavor + infrastructure fund.
1 h ago 7 9
Verizon signs $1 billion of dark fiber dedicated to Google data centers, presented as "the first of many". After the chip, electronics, and water, long-distance optical capacity becomes the next AI bottleneck.
1 h ago 8 8
Rest of World investigates the national AIs launched by several countries in the Global South. The finding is stark: nothing competitive has emerged, and the sovereignty argument masks a repetition of the telecom errors of the 1990s.
Jul 24, 2026 at 21:02 8 12
