eighthatsllc
RCRTech engages industry communities through research-driven content, conversations, and connections. Building on 40+ years of RCR Wireless News excellence, RCRTech delivers trusted insights informing and connecting technology buyers with innovators shaping connectivity and compute.
RCRTech engages industry communities through research-driven content, conversations, and connections. Building on 40+ years of RCR Wireless News excellence, RCRTech delivers trusted insights informing and connecting technology buyers with innovators shaping connectivity and compute.
Juan Pedro TomásNew data from Synergy Research Group shows hyperscale companies accounted for 48% of worldwide data center capacity at the end of 2025 In sum – what to know: Hyperscale dominance – Hyperscalers will control 67% of global capacity by 2031, driven by large-scale AI infrastructure expansion. AI-driven scale – New data centers are significantly larger, with AI accelerating capacity growth …
Susana SchwartzThe forced decoupling of TikTok from ByteDance has evolved from a defensive survival tactic to a global strategic asset What began as a defensive survival tactic for TikTok in the U.S. and Europe has evolved into a global strategic asset: the forced decoupling of operations from ByteDance, which has inadvertently given TikTok a blueprint for “sovereign tech” – a possible competitive …
The 4.4 GW facility in Indiana County, PA, will be one of the largest, if not the largest, natural gas-powered data center campus in the U.S. Homer City Redevelopment (HCR) is partnering with GE Vernova to build one of the largest natural gas-powered data center campus in the United States. The plan is to convert Homer City Generating Station – …
Neoclouds are focused on delivering high-performance, GPU-centric computing environments tailored for AI workloads In sum – what to know: Explosive growth – Neocloud revenues are scaling rapidly, with a projected 58% CAGR to 2031, driven by sustained demand for GPU-based AI infrastructure. Niche strategy – Providers must remain focused on GPU-centric services rather than competing broadly with hyperscalers to sustain …
Sulagna Saha These fiber testing methods play a distinct role in detecting faults, measuring signal loss, and ensuring integrity of optical networks An optical fiber rarely draws attention or curiosity from people. Yet this unassuming piece of technology forms the super-highway that brings the internet to us every minute of every day. Encased inside protective tubes of varying thickness, otherwise called cables, …
Sulagna Saha Amid the 1.6T demand surge, interconnects are emerging as first-class citizens of the infrastructure The race to scale artificial intelligence is increasingly forcing data center operators to find faster means to move data across sprawling, high-performance networks. The need has brought into being the 1.6 Terabit class of connectivity, which, if you’re at OFC this year, you may have heard …
Sulagna Saha While the partnership promises to put in motion ambitious plans to co-develop design and engineering solutions across vertical markets, Nvidia’s deepening market reach prompts scrutiny In sum — what to know: Nvidia acquires stakes in Synopsys: Nvidia announced that it has invested $2 billion in long-time industry partner Synopsys. GPU-accelerated AI-powered engineering: The multi-year partnership includes plans to jointly develop …
Sulagna Saha The test and measurement giant saw its best quarterly performance in two years, driven by AI and 6G push In sum — what to know: Revenue blew past estimates: Keysight’s fourth-quarter earnings beat Wall Street estimates, signaling renewed business momentum fueled by AI infrastructure buildouts and early 6G traction. Strong upward growth: At $1.42 billion, quarterly revenue is up 10% …
Christian de LooperNew Broadcom agreements secure long-term TPU supply and 3.5 gigawatts of future capacity for Anthropic In sum – what we know: The Broadcom-Google-Anthropic love triangle continues. The three companies have announced a number of major new deals, largely focused on Broadcom. Under the first agreement, Broadcom will design and supply Google’s custom Tensor Processing Units through 2031. The second deal …
Cognichip just got $60 million in Series A funding to bring its concept to life In sum – what we know: There’s a ton of hype around AI chips, but what about AI-designed chips. That’s the idea behind Cognichip, which is building what it describes as the first physics-informed AI foundation model for semiconductor design — and it just closed a …
Nvidia’s big Marvell deal will see the two expand the NVLink Fusion platform In sum – what we know: Nvidia’s march into AI data centers continues. The company has announced a $2 billion investment in Marvell, alongside a significantly expanded technical collaboration covering AI infrastructure and next-gen telecom networks. The investment highlights where Nvidia thinks the next bottlenecks in the …
TurboQuant achieves up to 8x speed improvements on modern GPUs without sacrificing model accuracy Google Research has announced TurboQuant, a compression algorithm that could meaningfully change the economics of running large AI models. According to Google’s benchmarks, it shrinks memory usage by at least 6x and delivers up to 8x speed improvements on modern GPUs — with no accuracy loss. If …
Enterprise
