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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 TomásMicrosoft noted that a significant portion of the investment will go toward expanding hyperscale cloud and AI data center capacity In sum – what to know: Microsoft commits US$17.5B to India over four years – Funding expands AI and cloud infrastructure, sovereign cloud options, and national digital platforms through mid-2026 and beyond. Skilling target doubled to 20 million people by …
Susana SchwartzHow you plan for this constraint could determine the fate of your AI architecture In sum – what to know: Inflection point is close — The thermal wall hits when air cooling reaches its physical limit at 40kW. HVAC to fluid dynamics — Liquid cooling is going from optional to unavoidable. Skills shortage pervades — Hire fluid dynamics engineers sooner …
The Nvidia H200 chip provides substantially higher memory bandwidth than the H20 — supporting faster AI data processing In sum – what to know: U.S. clears Nvidia’s H200 China sales under a 25% tariff – Approval reinstates advanced chip exports to vetted buyers despite national security concerns. Move aims to maintain U.S. tech influence in China – Allowing H200 access …
Singapore and Hong Kong remain two of APAC’s most strategically important data center hubs In sum — what to know Regulatory and land constraints – Swamy said Singapore has stayed “close to a thousand megawatt capacity” for years as approvals remain tightly controlled, with only 300 MW expected soon. U.S. operators dominate APAC’s growth pipeline – U.S.-owned or invested data …
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% …
Sulagna Saha Samsung has added LB Semicon to its chip-testing network for handling post-processing of the flagship Exynos 2600 chips In Sum — What to Know Samsung adds LB Semicon to its chip-testing network: Samsung adds OSAT provider, LB Semicon — part of rival company LG Electronics — expanding its supply chain of testing partners. Wafer-testing of the Exynos 2600: LB Semicon …
Sulagna Saha The GPU-powered, cloud-native simulation solver provides a repeatable blueprint for integrating predictive analysis and rapid optimization in factory workflows In sum — What to know Optimizing manufacturing: At Microsoft Ignite, Synopsys unveiled a simulation-driven solution based on Ansys Fluent that allows manufacturers to model and optimize dynamic processes in factories. Under the hood: The solution is powered by Nvidia Omniverse …
Christian de LooperChipmaker outlines strategy for electrical and optical AI infrastructure to capture growing market share In sum – what we know: Marvell Technology is going through some changes. Shifting focus from pure-play chip manufacturing to a broader, “end-to-end” connectivity strategy, the company used its recent analyst day to outline a vision that directly addresses one of the more pressing infrastructure challenges …
The software that supports the hardware is just as important as the hardware itself The artificial intelligence revolution has created unprecedented demand for specialized computing hardware, but today’s AI systems are about much more than just the silicon. While headlines track the latest GPU specs or neural processing benchmarks, the actual competitive advantage in AI hardware increasingly comes from the …
AI infrastructure demands massive amounts of energy — is there anything we can do about it? The race to build more powerful AI models has sparked an energy crisis. While headlines focus on breakthroughs in reasoning and generation, the infrastructure powering these advances is consuming electricity at an unprecedented rate. Training a single large model like GPT-3 can use over …
A new class of GPU providers have risen up in the era of AI The rise of AI has created an unprecedented hunger for GPU compute — and traditional cloud giants are struggling to keep up with the demand of both compute, and the services around that compute. Into that gap has stepped a new class of infrastructure provider: the …
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