Arista Networks’ Q4 earnings indicate its revenue may double to $3.25 billion this year — the latest company to benefit from the current “inference boom.”
Susana Schwartz
Susana Schwartz
Susana Schwartz is the Technology Editor for RCRTech’s AI Infrastructure Newsletter, covering AI infrastructure, data center investments, the AI chip landscape, alternative accelerators, power requirements, racks, real estate and leasing, liquid cooling, AI infrastructure chips, and all things related to AI infrastructure. Prior to RCR Tech, Susana was Managing Editor with Billing World & OSS Today Magazine, Telephony Magazine, Connected Planet Online, Telecom Asia, and Pipeline, as well as a writer and researcher with TM Forum’s Insights (formerly known as Research and Publications). When she’s not writing, Susana enjoys riding horses, racquet sports, rollerblading, and trying to keep up with her very-busy teenage son.
-
-
This was a day of more staggering financial pledges from tech majors committing to India, and the Global South, in an era where the U.S. and China dominate AI development.
-
Shirtless protests, strategic alliances, and another day of staggering financial pledges for AI infrastructure Where the first day of the India AI Impact Summit saw a bit of controversy over …
-
In our “Top Stories,” RCRTech reports on the Satellite and Telecommunications (SAT) Streamlining Act, which is moving through the U.S. Senate after reintroduction by Senators Ted Cruz (R-TX) and Peter …
-
The past 48 hours have brought major announcements, like a $200 billion commitment for AI across “five layers” of India’s stack: infrastructure, energy, compute capacity, models, and end-use applications.
-
Today at the India AI Impact Summit in New Delhi, the focus was moving AI from theoretical potential to large-scale, real-world deployment, with conversations about India’s role as a global …
-
Today in New Delhi, Prime Minister Narendra Modi inaugurated the India AI Impact Summit – the first major international AI summit hosted in the Global South, a region of developing …
-
Following my mention yesterday of the bipartisan The Guaranteeing Rate Insulation from Data Centers (GRID) Act, RCR Wireless News spoke to widely recognized digital economics and technology policy expert Roslyn …
-
A conversation with Roslyn Layton, PhD, executive vice president at Strand Consult and a widely recognized international expert in technology policy and digital economics. Power Constraint: It’s all about the electric …
-
With data center energy demand projected to double or triple by 2028, there is rising pressure to decouple data center demands from the rising cost of living for American families.