Friday, April 17, 2026

SynMax: ~40% of US data centers due in 2026 are facing delays, with major sites for Microsoft, OpenAI, and others likely set back by more than three months (Financial Times)

Financial Times:
SynMax: ~40% of US data centers due in 2026 are facing delays, with major sites for Microsoft, OpenAI, and others likely set back by more than three months  —  Delays to a swath of new US data centres threaten to slow the rollout of AI by the world's biggest tech companies …



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An interview with Ciena CEO Gary Smith, a veteran of the 2001 telecoms crash, on AI demand outpacing supply for Ciena's optical networking chips, and more (Steven Rosenbush/Wall Street Journal)

Steven Rosenbush / Wall Street Journal : An interview with Ciena CEO Gary Smith, a veteran of the 2001 telecoms crash, on AI demand outpa...