In sum, what you need to know: Industry research suggests scaling global data center infrastructure may require well over $7 trillion in investment by 2030, with AI-related demand driving what McKinsey …

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 …

Cerebras has been heavily featured in the news following the company’s blockbuster Nasdaq listing, boasting the largest semiconductor IPOs in history at about $5.5 billion.

Today at 11:00 AM Taipei time, major tech titans and server manufacturers kicked off COMPUTEX 2026, with an apparent shift from experimental AI toward deployment. Hardware took center stage, with …

For years, analysts “dinged” for Qualcomm for its overwhelming revenue reliance on the smartphone and mobile modem markets (i.e., anticipated $7B loss due to Apple in-house modem chip). But, the …

In today’s episode of RCRTV’s AI TechTalk, semiconductor visionary Jean-Philippe Fricker says that accomplishing the feat of a plate-sized silicon wafer took tremendous confidence on the part of each and …

Cerebras co-founder JP Fricker helped design the largest chip ever built by ‘making the naysayers his research team’ and considering confidence a contagion that can spread to investors, technical experts, …

Surging AI workloads, severe power constraints, and rising community opposition were the dominant themes at this month’s IMN Data Centers Power Capital event at the Union League Club in New …

In one of our top-3 stories, below, we see further evidence of a structural shift in Europe, which is pushing for more infrastructure-level digital sovereignty, with data privacy and geopolitical …

With $81.62 billion in revenues, Nvidia beat Wall Street expectations. Its solid Q1 2027 was detailed on an earnings call with CFO Colette Kress, who noted $38 billion (or about …