US Enterprise Hardware and Networking: Generating the latest updates on AI

UBS report on US Enterprise Hardware and Networking summarizes the latest AI developments: Alibaba targets 20 GW of capacity by CY32 and is developing a 5T-10T parameter AI model while preparing its Zhenwu V900 accelerator for commercial availability in early 2027; community opposition has stalled 45 data center projects worth $68B, down from 75 projects representing $130B in Q1; Oracle issued a 'force majeure' notice to a Blue Owl unit developing a New Mexico data center citing potential power delays, though it cannot terminate the lease and is seeking to delay payments if the site cannot come online in CY28; Meta's agentic assistant Muse was banned by Amazon despite partnerships with Walmart, Shopify, Instacart, Expedia, Best Buy and others; OpenAI unveiled the low-cost GPT-6 Sol and GPT-6 Luna models; Google launched the Gemini-powered Googlebook laptop starting at $899; Qualcomm announced two Snapdragon chips built for agentic AI;