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Industry Insights

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.

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AI agents — not humans — will soon choose networks The future of connectivity isn’t just about faster speeds for humans; it’s about architecting your...

Industrial Wireless Forum 2025

Private 5G has long promised Wi-Fi-like simplicity for industrial networks. At Industrial Wireless Forum, Moso Networks and partners Druid Software and X2nSat argued that...

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Telecom’s current AI-RAN fantasy is seductive, but the reality is a costly engineering and economic trap There is a seductive narrative sweeping through the telecom...

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FiberPass, the joint venture created by Vodafone Spain and Telefónica, began operating in March 2025 In sum – what to know: AXA IM Alts acquires 40%...

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Elea Data Centers considers that Brazil’s pro–data center tax legislation ReData transforms the market by combining tax incentives with sustainability mandates In sum – what to know: Brazil’s renewable energy edge – Nearly 90% of its power comes from clean sources, making it ideal for energy-intensive AI operations. Policy incentives – ReData links tax benefits to energy efficiency and water …

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Alibaba Cloud said the new facility is part of its previously announced $53 billion global investment In sum – what to know: Double capacity – Alibaba Cloud opened its second regional data center in Dubai to handle rising AI and cloud workloads in the Middle East. $53B global investment – The expansion aligns with Alibaba’s larger multiyear commitment to AI …

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The report projects that utility power provided to hyperscale, leased, and crypto-mining data centers will increase by roughly 11.3 GW in 2025, reaching 61.8 GW In sum – what to know: Data center power use rising sharply – U.S. grid demand will grow 22% in 2025 and nearly triple by 2030, driven largely by hyperscale and AI workloads, says 451 …

by Susana SchwartzSusana Schwartz

Consortium of heavyweight investors includes Nvidia, Microsoft, Temasek, MGX, xAI, and Kuwait Investment Authority In sum – what to know: Largest deal of its kind. BlackRock says $40 billion is the starting point to what it believes can turn into $80 billion to $100 billion in capital raised. Major capital backing. Investing are heavyweights like xAI, MGX, Kuwait Investment Authority, …

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AI compute isn’t one thing. It’s two. Under the umbrella of “AI workloads,” training and inference represent distinct computational worlds with different goals, hardware profiles, and economics. They often get lumped together, but the split matters — especially as it relates to the compute capacities of the data centers that are used for these two different tasks. Understanding the divide …

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For decades, compute has scaled faster than memory. Processors can execute more operations every year, but the speed at which data moves in and out of memory has lagged behind. That mismatch, known as the “memory wall,” is now one of the defining constraints in artificial intelligence. AI makes the problem even worse. These days, training and serving large models …

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The semiconductor industry is changing quickly, especially as it relates to AI. As AI workloads grow ever more demanding, old monolithic chips are giving way to new chiplet-based designs. But what exactly are chiplets and how will they radically improve performance for AI? Here’s a look. What are chiplets? Chiplets are small, functional blocks of silicon, each optimized for a …

by cropped christian de looper avatar square scaled 1Christian de Looper

Artificial intelligence has reshaped the semiconductor industry, driving an endless chase for better performance and efficiency. But as transistor scaling slows and Moore’s Law fades, the gains from smaller nodes are running into a wall. Now, packaging is where the real action is. In this new phase, performance breakthroughs aren’t being won by shrinking transistors — but instead by innovating …

Enterprise

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Telcos can now harness AI and human insight to turn overlooked tail spend into strategic transformation For years, tail spend was largely overlooked in procurement. Focusing on strategic infrastructure investments, telecom operators viewed these small, scattered purchases as too low-value to matter. But today, in a...

T Mobile

T-Mobile US COO and incoming CEO Srini Gopalan said the carrier had its 'best Q3 in over a decade' In sum – what to know: Subscriber growth surges: T-Mobile added a record 2.35 million postpaid customers in Q3 2025 — including 1 million postpaid phone lines...

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