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Juan Pedro TomásDell’Oro Group VP of research Baron Fung told RCRTech that accelerated servers equipped with AI accelerators are expected to account for roughly 40% of the $3 trillion in DC capital expenditure forecast In sum – what to know: AI drives spending – Accelerated servers with AI accelerators are expected to account for roughly 40% of the projected $3 trillion in …
Nebius raised its year-end contracted power target to 5GW and said its future capacity pipeline puts it among a small number of companies able to build more than 1GW of new capacity per year In sum – what to know: 2027 capacity – Nebius says it could sell its entire 2027 capacity today, but is retaining some to serve shorter-term …
Synergy Research Group said the increase will be driven primarily by aggressive build-outs from hyperscale operators, whose owned data center capacity is expected to double within two years In sum – what to know: Capacity growth – Synergy expects U.S. data center capacity to double over the next three years, despite power availability and public opinion obstacles. Hyperscaler expansion – …
Susana SchwartzConsider brownfield locations when possible, abandon isolated real estate transaction models for ecosystem-shaping models, and engage communities early on In sum, what to know: When it comes to data center siting and approval, local opposition to data centers is becoming a major constraint, cutting across political parties and demographics, especially in regions with strong community connections and deeply entrenched pride …
Christian de LooperGoogle gets a Marvell stock warrant worth up to $12.2 billion In sum – what we know: Marvell Technology and Google have agreed to co-design custom semiconductor products for Google’s tensor processing unit (TPU) ecosystem. Alongside the deal, Marvell issued Google a stock warrant on August 18, 2026, allowing it to purchase up to 58,970,907 shares at $206.58 apiece — a potential …
Feynman could make Nvidia A16’s first major customer In sum – what we know: Nvidia is reportedly designing its next-generation “Feynman” GPUs to debut on TSMC’s A16 node — a 1.6nm-class process — rather than the standard 2nm (N2) generation. Feynman is the successor to the Rubin and Rubin Ultra, which are on the 3nm-class N3P. If the reports hold up, Nvidia’s …
Reported AMD tie-up pairs Google TPU matrix engines with x86 CPU cores In sum – what we know: Google has settled into a pretty quick cadence when it comes to refreshing its TPUs, but its next refresh might see it bring a new partner on board. According to a client note from SemiAnalysis, Google is reportedly working with AMD on a project …
Taalas chips run one model each, but claim vastly faster inference In sum – what we know: AMD is buying its way deeper into AI inference. The company has announced an agreement to acquire Taalas, a Toronto-based chip startup founded in 2023 that takes an unusually blunt approach to the inference problem — it hardwires entire AI models directly into silicon. …
Keysight reported fiscal third-quarter revenue of $1.846 billion, up 36% year over year, while orders rose 56% to $2.91 billion In sum – what to know: AI drives test intensity …
The AI supercycle is turbocharging investment as companies in virtually every sector accelerate their plans. Moving fast is an imperative when the entire market is enthusiastically pursuing its AI futures. …
In 2026, the quantum risk horizon moved — not because of a scientific breakthrough, but because of vendor behavior. Google pulled its post-quantum cryptography migration forward from the early 2030s …
AI workloads are reshaping data centers and cloud networks, driving unprecedented demands on scale, performance, and resiliency. Scale-up, scale-out, and scale-across connectivity models are redefining how GPUs, racks, and data …
Sulagna Saha In a two-part series, RCR pulls back the curtain on how test and measurement vendors are using AI within their business and product lines With telcos bringing AI to the mainstream, and adoption picking up in all parts of the network, it is timely to look at how test and measurement vendors that are usually on the other side of …
Sulagna Saha The commission announced that it will vote on a new rule at the end of this month that will exclude all Chinese test labs from reviewing and certifying electronic devices sold in the United States The Federal Communications Commission’s (FCC) crackdown on Chinese entities continues, as the commission announced last week that it is now moving to bar all Chinese …
Sulagna Saha Test and measurement companies are adapting their test playbooks, slotting in AI at the most strategic points As every large company rallies behind the single, ambitious goal of integrating AI in every corner of their business, and supporting industries follow suit, a question that is occupying everybody’s mind is how are companies actually implementing AI — and more importantly, what …
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, …
