By Danielle Rios, Founder & CEO, TelcoDR The core problem: SK Telecom’s $100 million equity stake in Anthropic prompted Morningstar to reclassify it as an AI stock, expanding its P/E …
Susana Schwartz
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AI InfrastructureAI Infrastructure NewsAI Tech Talk
President and CEO Scott Willis discusses DartPoints expansion, capacity growth
DartPoints President and CEO Scott Willis spoke with RCRTech AI TechTalk about the company’s differentiators as an enterprise-focused colocation space and power provider offering cloud/hybrid cloud managed services in non-tier …
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AI InfrastructureAI Infrastructure News
Marvell CEO says ‘connectivity’ is the next major wave of innovation
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 …
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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 …
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AI Infrastructure NewsAI InfrastructureAI Tech Talk
Cerebras Part II: wafer scale for defect tolerance, speed, energy efficiency
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 …
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AI Infrastructure NewsletterAI InfrastructureAI Infrastructure News
Cerebras interview pt. 2: why wafer scale over GPU?
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.
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AI Infrastructure NewsAI InfrastructureAI Tech Talk
Cerebras: when being daring, VC confidence in the founder team is critical
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, …
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ResourcesAI Infrastructure
Editorial Report: Building an AI-ready infrastructure from the data center to the edge
byRCRTech
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 …
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ResourcesAI Infrastructure
Market Pulse Report: The AI infrastructure platform shift is here
byAI 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 …
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ResourcesAI Infrastructure
Report: The AI Power Play – Data center infrastructure is being reinvented for the intelligence era
byAI 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 …