3M today announced a new MSA for a coalition working to advance and scale optical connections in AI data centers. Along with 3M, 17 other companies have joined, including Oracle, …
AI Infrastructure Newsletter
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As we’ve written before, surging power demand from AI data centers is driving a nuclear revival. Last week, Bill Gates-backed TerraPower broke ground in Kemmerer, Wyoming, marking the construction of …
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In this RCRTV episode, we talk with Chetan Sharma, we talk about the “Quantumverse,” a frontier era in which quantum leaps are replacing incremental improvements across AI, 5G Advanced, 6G, …
- AI Infrastructure Newsletter
Hardening military, industrial zones with Edge computing and physical AI
In tandem with RCR’s Defense Communications Forum, RCR Wireless ran a series of articles about edge computing and private networks for physical AI and AI inference in industrial and military …
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There was a $44 billion Q1 investment surge in U.S. data center investments, according to the Bureau of Economic Analysis, a branch of the U.S. Department of Commerce.
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In today’s follow-up to last week’s story on Battery Energy Storage Systems (BESS), we do a rapid-fire Q&A with BESS expert Juan González Martínez, Energy Manager USA for Mexico City-based …
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Texas could soon have more AI data centers than anywhere else in the world, and that’s why RCRTech considers it ground zero for new data center innovation. As a gigawatt-scale …
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Battery Energy Storage Systems (BESS) are getting more attention as diesel generators face growing pushback about air quality, noise, and high maintenance. Increasingly, data center operators are considering these systems …
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To follow up on yesterday’s anticipated financial earnings reports from Meta, Microsoft, Alphabet and Amazon, we see that spending as a percentage of revenue was significantly higher than industry averages.
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We are currently in the peak of this quarter’s earnings season, and Microsoft, Alphabet, Amazon, and Meta’s anticipated reports have investors bracing for a combined 2026 Capex exceeding $600–700 billion.