USA
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The US has “exaggerated” Huawei’s semiconductor prowess, according to Huawei CEO Ren Zhengfei, who admits the firm’s chips are a generation behind, but has no intention of it staying that way. -
Amazon will invest $20 billion in Pennsylvania to build advanced data centre campuses that will power its growing AI and cloud computing operations.
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The Trump administration has overhauled the Broadband Equity, Access, and Deployment (BEAD) programme in a dramatic pivot that promises to “eliminate unnecessary regulatory burdens” and accelerate nationwide broadband deployment.
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The Trump administration is renegotiating multibillion-dollar federal subsidies issued to some of the biggest semiconductor firms in an apparent rethink of the US CHIPS Act.
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Well, that didn’t last long: The President Trump-Elon Musk love affair looks to be irreparably damaged after a dramatic tit for tat on social media culminated in the President threatening to cancel Musk’s government contracts and subsidies.
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GlobalFoundries has become the latest semiconductor company to commit to increasing production in the US to avoid potential tariffs from the Trump administration.
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Capacity LATAM 2026
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The Federal Communications Commission (FCC) has lost two of its Commissioners this week after officials from both sides of the aisle stepped down.
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President Trump has ordered a complete overhaul of the Biden-era US AI Safety Institute.
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Vantage Data Centers has raised an additional $5 billion in green loan financing to support its North American expansion, including full funding for its upcoming hyperscale campus in New Albany, Ohio.
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Data centre operator Applied Digital Corp has penned two lease agreements with AI cloud firm CoreWeave.
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Soluna, a developer of data centres for crypto mining and AI workloads, has unveiled plans for a 75 MW solar-powered facility in Texas.
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Lumen Technologies has agreed to sell its Mass Markets fibre-to-the-home business to AT&T in a deal worth $5.75 billion.
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In a defiant post on his social media platform, President Trump called on Congress to push for 600 MHz spectrum so the US can continue being a “leader in Wifi, 5G, and 6G”.
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Nvidia CEO Jensen Huang hit out at US export controls on semiconductors, labelling them a “failure” and warning that closing the door on China’s access to AI chips will only encourage development there.
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A group of bipartisan senators have introduced a bill aimed at reasserting US dominance in international nuclear energy markets.
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Charter’s planned $34.5 billion acquisition of Cox Communications may mark the most consequential cable merger in years, but analysts suggest the deal is more about scale than sudden shifts in network strategy.
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The Trump administration has formally scrapped Biden-era export controls that restricted access to advanced semiconductors over fears they could be rerouted to China or Russia.
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The Federal Trade Commission (FTC) has put enforcement of its proposed ‘click to cancel’ rules on hold, citing concerns over compliance complexity and the risk of uneven rollout.
