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 …
AI Infrastructure Newsletter
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- AI Infrastructure Newsletter
Cerebras’ JP Fricker says ‘confidence’ is critical to founders of start-ups
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 …
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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 …
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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 …
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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 …
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Just as the Trump administration scrapped plans today for an executive order to vet powerful new AI models before they are released publicly, Governor Newsom issued executive order N-6-26 – …
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This week’s massive deal between Blackstone and Google is meant to bypass Nvidia’s hardware monopoly, with Blackstone committing an initial $5 billion in equity to launch a new, dedicated AI …
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Recently RCRTech interviewed HPC and AI infrastructure pioneer David Driggers, who, as CEO and founder of Cirrascale, has architected specialized, bare-metal server solutions explicitly optimized for heavy multi-GPU deep learning …
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According to AFCOM’s 2026 State of the Data Center Report, the average data center rack density has officially hit 27 kW per rack – a 69% increase from the previous …
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President Trump and Chinese President Xi Jinping held discussions on AI “guardrails” to prevent automated escalations between the two countries’ militaries. OpenAI and others proposed a joint global AI watchdog …