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 …

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.

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, …

Whether you buy the specifics of the latest from MIT on 95% of enterprise gen AI projects failing to impact P&L, the directional signal is still clear: it’s difficult for …

AI has entered a new phase. The race is no longer about smarter models or more GPUs. It’s about infrastructure. Power, networking, data readiness, governance and cost are now the real …

AI is transforming digital infrastructure, but the race to scale faces a critical constraint: power. As trillions of dollars flow into new data center capacity and compute platforms, access to …

On RCR’s AI TechTalk, Elena Winters, vice president of international business at Elea Data Centers, talks about what makes Brazil unique in terms of renewable power, massive scale, and highly …

Speaking on RCR AITech Talk, Obinna Isiadinso, World Bank Group’s International Finance Corp. global sector lead for data center investments, says he expects 3 to 4 years of constraint or lag …