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  • Dell'Oro, Intelligence, The Compute Ledger

Dell’Oro: Data Center IT Semiconductor & Component Revenue Surged 116% YoY in Q1

Dell’Oro Group reported that worldwide revenue for Data Center IT Semiconductors and Components serving servers and storage systems rose 116% year-over-year in the first quarter of 2026. The market is now on pace for triple-digit growth across the full year.…

  • Narracomm
  • June 17, 2026
  • Intelligence, Launch Radar, Mckinsey

McKinsey: AI Ad Economy Shifts: 75% of Advertisers Expect Spend Rise

McKinsey’s June 2026 analysis shows three AI shifts already redistributing value across advertising. Three-quarters of surveyed advertisers expect AI to lift total media spend, with one-third forecasting at least a 10% ROAS increase. More than 50% say AI has already…

  • Narracomm
  • June 17, 2026
  • Google, Intelligence, The Compute Ledger

Google Launches TPU Developer Hub

Google has officially launched the TPU Developer Hub, a new educational resource positioned as the centralized destination for high-quality, actionable, and up-to-date guidance on Google Cloud TPU infrastructure and its supporting software stack. The hub, announced today on the Google…

  • Narracomm
  • June 17, 2026
  • Gemini, Intelligence, Tech Deathwatch

Google Removes Gemini 3.5 Flash Feature Toggle in Enterprise

Google has removed the ability for Gemini Enterprise administrators and users to disable Gemini 3.5 Flash. The change took effect on June 16, 2026, and applies across the Global, US, and EU multi-regions. The move continues Google’s pattern of accelerating…

  • Narracomm
  • June 16, 2026
  • Artificial Intelligence, BCG, Intelligence, Talent Poach

BCG: AI Talent Mobility Falls 12%, US Cedes Ground in Global Race

Boston Consulting Group reports that while overall international mobility among highly skilled professionals has declined sharply, the competition for AI talent remains intense, with the United States losing market share in the category for the first time in recent years.…

  • Narracomm
  • June 16, 2026
  • Gemini, Intelligence, Tech Deathwatch

Google Deprecates Imagen 4 and Veo Models in Gemini API

Google announced the deprecation of multiple Imagen 4 image generation models and Veo video generation models in the Gemini API, according to the June 15, 2026 release notes. The models remain available for a limited window before scheduled shutdowns. No…

  • Narracomm
  • June 16, 2026
  • AMD, Intelligence, Rackspace, The Compute Ledger

AMD and Rackspace Sign Deal for 30 MW Phased AMD AI Compute Deployment

Rackspace Technology and AMD have signed a definitive agreement for the phased deployment of 30 MW of AMD-based AI compute across Rackspace’s global data centers. The deal converts a May 7, 2026 memorandum of understanding into a binding contract and…

  • Narracomm
  • June 16, 2026
  • Cisco, Intelligence, Nvidia, The Compute Ledger

Equinix Expands Cisco + NVIDIA Secure AI Factory Deployment Across Globe

Equinix announced an expanded collaboration with Cisco and NVIDIA to deploy the Cisco Secure AI Factory with NVIDIA across its global network of high-performance data centers. The move aims to give enterprise customers standardized blueprints and automation for AI infrastructure,…

  • Narracomm
  • June 16, 2026
  • Amazon, AWS, Intelligence, The Compute Ledger

Amazon Announces Multibillion-Dollar Data Center in Missouri

Amazon Web Services is making a major push into Missouri with a multibillion-dollar investment in a new data center campus in Montgomery County, the company announced today. The project is expected to create more than 400 full-time data center jobs,…

  • Narracomm
  • June 15, 2026
  • Amazon, Intelligence, Launch Radar

AWS Drops Graviton5 EC2 GA, Gemma 4 Bedrock Availability, FinOps Agent Preview, and CLI v1 Maintenance Mode Signals

AWS published its June 15, 2026 weekly roundup recapping recent infrastructure and AI tooling moves. The post, authored by Esra Kayabali, highlights new compute capacity, model availability on Bedrock, agentic tooling for cost and observability, and a maintenance mode shift…

  • Narracomm
  • June 15, 2026
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