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.
Telecom
AI Infrastructure
The new permits for AI chip shipments by Nvidia apply only to U.S. companies operating in the UAE In sum – what to know: U.S. approves Nvidia chip exports – Licenses allow several billion dollars’ worth of Nvidia AI chips to be shipped to U.S. companies like Oracle operating in the UAE. Part of U.S.-UAE AI accord – The permits …
Phil Wong, partner at KPMG, told RCR Wireless News that companies investing in AI infrastructure must balance speed, cost, and coordination In sum – what to know: Policy accelerates AI buildout – Federal programs and Department of Energy actions are expediting land access and permitting to keep the U.S. at the forefront of global AI infra growth. States compete for …
In sum – what to know: OpenAI explores Canada expansion – The company is in talks with government and industry partners about securing local data center capacity to strengthen the country’s AI ecosystem. Part of global AI buildout – Similar to projects in Norway, Germany, and the U.K., OpenAI aims to align infrastructure growth with its “OpenAI for Countries” program. …
The staggering size and circular nature of recent deals raises both hopes and concerns, so keeping track will inform industry and investment decisions about where to go from here. In sum – what to know: Highly concentrated market – The last 30 days has seen a small number of major tech firms making enormous AI infrastructure deals, unprecedented in size …
Test & Measurement
The rising tide of AI — and circular deals like CoreWeave and Meta — are starting to spill into supporting industries. AI companies continue to pour money into infrastructure in a trend that promises to boost many adjacent industries. Meta’s multibillion-dollar deal with CoreWeave is a case in point. Pegged at $14.2 billion, the partnership will secure Meta continued supply …