In Part I of RCRTV’s AI TechTalk interview with Jean-Philippe Fricker, we spoke of exuding confidence when dealing with venture capitalists and deal teams who don’t have the domain experience to understand that a “crazy idea” isn’t so crazy. In Part II, “JP” talks of what “wafer scale” really means, …

Craig Tavares, president and COO of BUZZ HPC told RCRTech that access to dedicated, high-capacity connectivity directly affects both the economics and competitiveness of large-scale AI facilities In sum – what to know: Fiber priority – BUZZ HPC says dedicated high-capacity fiber is as important as power when building sovereign …

Pritesh Swamy, head of data center research and advisory for the APAC region at Cushman & Wakefield, told RCRTech that Thailand’s government is also using incentives to attract investment in the AI infra field. In sum – what to know: Pipeline growth – Thailand’s data center development pipeline increased from …

Marvell said in its earnings call that demand tied to AI infrastructure deployments continues to accelerate spending on networking and optical connectivity, particularly as hyperscalers deploy larger AI clusters requiring more bandwidth and lower latency. In sum – what to know: Revenue growth – Marvell expects fiscal 2027 revenue to …