China is an important market for Nvidia's AI chips, but restrictions imposed by Washington have pushed its position there down in 2026. Huawei is taking the ground Nvidia is giving up.
Meta describes the next stage of GEM, the recommendation foundation model it introduced last year for ads. The company wants to scale both compute and the transfer of the model's knowledge using next-generation hardware, and extend it across its whole advertising ecosystem.
Executives from NTT Data, Brookfield and Infosys say electricity and skilled workers, not chips, now limit how fast AI data centres can be built. In Europe the constraint is tighter, with grid connections in congested markets taking up to ten years.
Satlyt has raised $8 million to run AI workloads on satellites. It wants to be the Android of orbital computing, with open software for many operators' satellites, in contrast with SpaceX's closed, all-in-one approach.
At its AI Pulse event, where open source and sovereignty dominated the discussions, Scaleway announced new compute capacity and new models. The cloud subsidiary of iliad is using the moment to strengthen its position as a European alternative.
Tech giants promise new technologies to save water in data center cooling. Clubic argues they leave out an essential part of the picture, and that real consumption is much higher than they suggest.