With the only U.S.-based memory supplier, Micron, going all-in on the lucrative AI HBM race, what impact will it have on consumer-facing products like smartphones and PCs? It’s the latest …
AI Infrastructure Newsletter
-
-
Now that we’ve wrapped up the RCRTech AI Infrastructure Forum, it is time to summarize some of the compelling conversations and panel discussions we had with the industry’s leading companies …
- AI Infrastructure Newsletter
New report examines ‘Wild West’ environment of edge computing and 5-Pillar infrastructure to mitigate the challenges
“Building an AI-ready infrastructure from the data center to the edge,” is a new RCRTech editorial report that details a five-pillar framework for supporting the unique requirements of AI, from …
- AI Infrastructure Newsletter
Best Thanksgiving ever for Google? Praise for Gemini 3, commercialization of Ironwood, and possible deal with Meta
Salesforce CEO Marc Benioff was very clear in his opinion about Gemini 3 in a recent X post: “Holy [sic]…I’ve used ChatGPT every day for 3 years. Just spent 2 …
-
The AI-RAN Frenzy in the global telecom infrastructure market is going to push revenues to $6.18 billion by 2032, but can AI-RAN deliver technical and financial outcomes, at scale?
- AI Infrastructure Newsletter
Data center concentration can increase risk of winter blackouts — NERC recommends 6 steps for cold-snap preparedness
I live in the “snow belt,” where we average 114 inches of lake-effect snow each year. Ice weights heavy on our power lines, and storms sometimes strain our power grid. …
- AI Infrastructure Newsletter
AI and data-driven planning accelerate need for ubiquitous connectivity, leveraging satellite Integration and 6G research
Operators are using AI and data-driven planning to close the connectivity gap in underserved rural, marine, and urban environments.
- AI Infrastructure Newsletter
Did Nvidia’s record $57 billion revenue report yesterday burst the AI bubble talk, or is it a temporary euphoria?
Valued at $4.5 trillion, Nvidia is getting big enough that it’s earning could determine where the economy goes next.
- AI Infrastructure Newsletter
Regional operator Gigabit Fiber is leading an AI infrastructure build that will embed AI into network operations for greater agility
AI-enabled automation is transforming fiber operations by automating labor-intensive and time-consuming processes, from initial planning to maintenance.
- AI Infrastructure Newsletter
Are we in an AI-driven era of ‘fire-to-hire’, which will balance out over time, or are we in a correction of pandemic-era overhiring that won’t be reversed?
The top story in my top-3 below, of which chip-design company Synopsys is just a part, is the layoff of 2,000 employees, which adds to a broader wave of job …