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.”
AI Infrastructure Newsletter
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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.
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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 …
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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.
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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 …
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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 …
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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.
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In October, RCRTech reported on The Hague’s takeover of chipmaker Nexperia — a “landmark moment” because the Dutch government used emergency, national security powers to seize control of a Chinese-owned …
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Modern chips can contain more than 100 billion complex nanodevices, many of which are less than 50 atoms across. With more than 800 diverse materials (also with multiple touchpoints), 70 …
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President Trump has continued proposing high tariffs on imported semiconductors in an effort to compel foreign chipmakers to localize production on U.S. soil.