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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 TomásMacquarie noted that the transaction values Aligned at approximately $40 billion In sum – what to know: Record $40B transaction – The sale of Aligned Data Centers marks the largest-ever global data center deal, highlighting the sector’s continued surge in strategic value. From 85 MW to 5 GW – Under Macquarie’s ownership, Aligned expanded from two sites to a 50-facility …
Revenues from neoclouds surpassed $5 billion in the second quarter of 2025, according to new data from Synergy Research Group In sum – what to know: Neoclouds surpass $5B in Q2 – Revenues from AI-focused cloud providers surged 205% year over year, signaling accelerating demand for GPU-centric capacity. Market to reach $180B by 2030 – Synergy projects 69% compound annual …
Susana SchwartzThe Hague’s intervention with the China-based company signals that Western governments may become more protective of supply chains, intellectual property and national security In sum – what to know: Protective stance – The Dutch government invoked the Goods Availability Act to take over Chinese-owned Nexperia, a highly exceptional move galvanized by Amsterdam’s concerns about national and economic security. Change in …
Google noted that the project will integrate large-scale AI infra, data center capacity, clean energy systems, and expanded fiber connectivity In sum – what to know: Google’s $15B AI hub in Visakhapatnam – Marks the company’s largest investment in India, aiming to expand compute capacity and AI infrastructure under the Viksit Bharat 2047 initiative. Major connectivity upgrade via subsea cables …
Christian de LooperAI 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 …
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 …
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 …
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 …
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