Why AI Training Is Reviving Optical Circuit Switching
Nvidia has now put US$6bn into photonics components and US$125m into a switching startup. It does not sell optical switc...
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ASEAN edition · Wed, 9 Sep 2026 · Signal over noise
Cloud & Infra News
AI-curated tech news, ASEAN business intelligence, and cybersecurity updates — written for the region.
851 articles
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14 desks
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Tape Shipments Fell 9 Per Cent, Then Rose 57 Per Cent the Next Quarter
LTO shipments fell to 160.3 exabytes in 2025 and Q1 2026 came in 57 per cent above the year before. Sony and Fujifilm ar...
Monday's Outlook Failure Was an Authentication Outage Wearing an Email Costume
Outlook failed for hours on Monday and Microsoft blamed authentication components. The symptom list mixes mail, sign-in...
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VMware's Answer to DRAM Prices Replaces Memory With a Drive That Wears Out
Cold pages move from DRAM to NVMe rated at three drive writes per day. The saving is real, and it moves cost from a capi...
China Supplies All the World's Erbium, and Erbium Is What Makes Long-Haul Fibre Work
Coverage of rare earths is written about magnets. The exposure that reaches a data centre runs through erbium, the dopan...
VMware's AMD AI Factory Still Requires VMware Cloud Foundation
Supporting AMD's open software stack sounds like a route away from concentration. It requires VMware Cloud Foundation, s...
India Announced Rs26.75 Lakh Crore and Spent Rs7.7 Lakh Crore
One figure is announcements and the other is money spent, and they are being quoted in the same breath. The composition...
AWS Cut 69% of Its Routers by Wiring Data Centres at Random
AWS abandoned shortest-path routing for a deliberately near-random fabric with thousands of equivalent paths. The effici...
Nvidia Claims 30x More Work Per Megawatt, Against Its Own Last Generation
Vera Rubin is in full production and the efficiency numbers are vendor claims measured against Nvidia's own previous rac...
A Startup Worth $1.05bn Wants Data Centres to Turn Themselves Down
Emerald AI raised US$150m to slow, pause or move compute when a utility needs demand cut, backed by Nvidia and GE Vernov...
Australia Agreed to Write Data Centre Rules, Not to Mandate Renewables
National Cabinet committed to mandatory energy, water and land-use standards by early 2027. Queensland and the Northern...
SAP Patched A CVSS 10.0 In Commerce Cloud, And Attacks Started In Three Days
CVE-2026-58231 lets an unauthenticated attacker run code through the Data Hub Adapter. Three days is unremarkable by 202...
Kioxia Takes an Optical SSD to Customer Trials, and Names the Obstacle
At the Open Compute Project summit in Taipei, Kioxia said a PCIe Gen6 optical drive is going to customer trials and that...
India's Largest GPU Cluster Is Being Built for an American Company
Up to 10,000 NVIDIA B300s at a Chennai campus, booked at Rs 10,000-15,000 crore. It is Together AI's second buildout in...
Your VPS Bill Is Going Up Because of Somebody Else's AI
OVHcloud will raise server prices by up to 87 per cent. The RAM it buys has risen sixfold in a year and is heading for t...
The Breach Was at the Vendor. The Notification Came From Everyone Else.
Valve, Framework and a football club all told customers about a breach this week. None of them was broken into. One logi...
Singapore Has Warned About Cisco More Times in 2026 Than in Any Full Year Before It
We read all 847 CSA alerts since 2020. Cisco leads every vendor, 2026 is already the heaviest Cisco year on record, and...
Nvidia Is Reported in Talks to Guarantee $250 Billion of OpenAI's Ohio Data-Centre Debt
The Wall Street Journal reports Nvidia would backstop the lease and construction financing for a 10-gigawatt campus in P...
Hut 8's Second Beacon Point Lease Is $9.8bn — Which Works Out at $124.74 per kW a Month, Rising to $188.68
The filing discloses the term, the escalator and the capacity but not the rent. We solved for it — and for the three dif...
AWS Split SES Into Three Plans — and the Dearer Ones Cost More Per Email at Every Volume
Amazon SES now has Essentials, Pro and Enterprise tiers. Pro carries a US$105 monthly fee and a higher per-email rate in...
Wafr's $100M Cooling Raise Is Small — the AI Data-Centre Water Problem It Targets Is Not
Vancouver startup Wafr Technologies has raised $100 million from undisclosed private investors — toward a $300 million g...
Meta Compute: Meta Is Reportedly Exploring a Cloud Business for Excess AI Capacity
Bloomberg reports that Meta is building a cloud business, internally called Meta Compute, to sell access to excess AI in...
Three Singapore-Based Operators Moved Into South Korea's Data-Centre Market in Two Weeks
STT GDC opened its first South Korea data centre this month, days after Keppel and Digital Edge each moved on Greater Se...
Dallas Tops the World's Data-Centre Ranking — but Northern Virginia Still Has the Most Capacity
Cushman & Wakefield ranked Dallas the world's top primary data-centre market for the first time in May 2026. But Norther...
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