After Nvidia CEO Jensen Huang declared that Marvell would be the “next trillion-dollar company,” the Computex keynote by Matt Murphy attracted a lot more interest, as did Marvell’s shares in …

First came compute bottlenecks, than memory, and now connectivity, with a shift from copper to optical ‘unlocking new architectural possibilities.’ This week, Marvell CEO Matt Murphy was visibly elated when …

Guess work and structural delays are a massive, multi-million-dollar problem in construction. With data centers in particular, compressed construction timelines, mission-critical/zero tolerance for structural failure, growing pressure to reduce embodied …

Yesterday, Schneider Electric hosted a panel session, “Is the future of data centres modular” at the 2026 Datacloud Global Congress in Cannes. During the discussion, it was noted that deployment …

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 …