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RCRTech Abstract Artificial intelligence is driving an infrastructure investment cycle of exceptional scale. Whether that investment earns adequate returns will depend not only on growth in AI demand, but also on market structure, utilization, contractual commitments, counterparty credit, technological change and pricing. This article examines which historical infrastructure business models provide the most useful precedents for evaluating AI Infrastructure investment prospects. …
Jeff Mucci Three key takeaways AI Infrastructure ROI Starts With Power, Permitting and Capital Commitments AI infrastructure developers have plenty of prospective customers. The harder question is how much capital they must commit, and for how long, before those customers begin paying for capacity. That distinction was central to a panel at Structure Research’s infra/STRUCTURE 2026 conference featuring Greg Miller and Remington …
Jeff Mucci Three key takeaways Is AI infrastructure repeating the telecom bubble? The AI infrastructure financing cycle has an uncomfortable resemblance to the telecom investment boom of the late 1990s. Chip suppliers invest in AI companies. Those companies contract for compute from hyperscalers and neoclouds. The infrastructure providers purchase GPUs, often supported by financing tied to customer commitments. The money moves among …
Juan Pedro TomásAssad Noori, executive director and EMEA head of data centres at JLL, told RCRTech that he expects the standardized ratings to increasingly become a way for market participants to assess individual assets, although it would not replace the factors currently driving site selection In sum – what to know Ratings become a KPI – JLL expects the standardized EU rating …
Christian de LooperThree AI financing deals, one shared lender risk In sum – what we know: Three separate AI-hardware financing efforts surfaced at the same time this week, each enormous on its own, and collectively painting a picture of an industry scrambling to fund compute at a scale. Broadcom is reportedly arranging more than $50 billion tied to OpenAI’s custom-accelerator program, according …
In production now, but 2nm’s first prize for AI is efficiency TSMC has begun scaling its first 2nm-class process after entering volume production late last year, turning the shift from FinFET to nanosheet transistors into a commercial reality. N2, as TSMC calls it, is the company’s first production node built around gate-all-around (GAA) transistors — a fundamental change in how …
Cerebras capacity for agentic coding opens in Q1 2027 In sum – what we know: General Compute has announced a multi-year agreement to deploy Cerebras Systems’ wafer-scale AI inference hardware at scale. The deal represents what General Compute calls its largest single hardware commitment to date, with customer capacity expected to open in Q1 2027. Neither company disclosed the number of systems, …
Both are 2nm with the same 5GHz Oryon CPU In sum – what we know: Qualcomm has split its flagship smartphone chip in two. The company has announced the Snapdragon 8 Elite Gen 6 and a higher-spec Snapdragon 8 Elite Extreme Gen 6, the first time it has launched two top-tier flagship chips simultaneously. As you would expect in 2026, the main talking …
From the newsletter (October 8; sign-up or follow if you want it sooner): Starlink’s regulatory approvals, Vodafone’s merger savings, and AT&T’s fiber investments reflect a telecoms market reshaping around scale …
Speaking during Deutsche Telekom’s AI Investor Day, John Saw, chief technology officer at T-Mobile highlighted Customer-Driven Coverage (CDC) as one of the company’s biggest AI-driven changes in how it approaches …
Wi-Fi 8 could give ISPs a new line of defense against AI-driven cyberattacks, embedding inference hardware in residential gateways. Airties CEO Metin Taskin argues operators must pair next-generation chipsets with …
SpaceX’s proposed acquisition of Grain Management’s 800 MHz spectrum portfolio strengthens Starlink Mobile’s push into terrestrial wireless. But coverage is not capacity, and building a competitive nationwide network could cost …
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, …
