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RCRTech By Danielle Rios, Founder & CEO, TelcoDR The core problem: SK Telecom’s $100 million equity stake in Anthropic prompted Morningstar to reclassify it as an AI stock, expanding its P/E from 11x to 60x while AT&T (7x) and Deutsche Telekom (15x) remain priced as utilities. The rest of the telecom industry is spending its AI budget on GPU clouds and …
Juan Pedro TomásNTT Global Data Centers is working with Citigroup to sell stakes in a development vehicle that will own and manage new U.S. data center projects In sum – what to know: $1B fundraising – NTT Global Data Centers is reportedly seeking at least $1 billion in new equity to finance additional U.S. data center developments. AI-driven expansion – The capital …
Raj Agrawal, partner and global head of real assets at KKR, noted that building AI infrastructure requires more than capital investment, pointing to the importance of securing land, power, and other resources needed to develop new facilities In sum – what to know: Hyperscaler expansion – A KKR partner said the slowest-growing hyperscaler the company has met with expects to …
Susana SchwartzDartPoints President and CEO Scott Willis spoke with RCRTech AI TechTalk about the company’s differentiators as an enterprise-focused colocation space and power provider offering cloud/hybrid cloud managed services in non-tier one markets, with a particular focus on edge and inference AI workloads, with high-density micro data centers in underserved tier-2 and tier-3 markets. “I think there’s always been a really …
Christian de LooperBoth 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 …
The AgentX result is impressive, but it rides on one specific operating point In sum – what we know: According to Nvidia, the Vera Rubin NVL72 rack system delivers up to a 30× higher agentic-AI throughput per megawatt than the preceding GB300 NVL72 system in SemiAnalysis’ AgentX benchmark. The company also says the comparison corresponds to up to 45× lower cost per …
OpenAI is matching chips to workloads instead of picking one vendor In sum – what we know: OpenAI is slowly but surely moving away from Nvidia, and it’s doing so in public. Speaking with Jim Cramer on CNBC’s Mad Money, OpenAI CFO Sarah Friar laid out the company’s multi-vendor compute strategy in unusually plain terms. “Just as we have a strategy …
Bigger CoWoS packages may keep AI accelerators scarce anyway In sum – what we know: TSMC is reportedly preparing to roughly double capacity for its CoWoS advanced-packaging technology by the end of 2028. The estimate, according to analysts cited by Taiwan’s Economic Daily News, puts CoWoS capacity at about 130,000 wafers per month at the end of 2026, rising to about …
From the newsletter (September 22; sign-up or follow if you want it sooner): From live-network AI-RAN trials and a massive transpacific cable build to private LTE iPhones and stratospheric lasers, …
Cambium’s collapse leaves WISPs facing a sprawling installed-base problem, with Airspan’s partial acquisition offering some relief but leaving ePMP and other product lines in limbo. The challenge now is securing …
Bruno Berti, SVP of global product management at NTT Global Data Centers, told RCR that optical technology by itself will not remove the need for additional fiber as AI traffic …
Mike Jack, director of product marketing at Viavi, told RCR that the most acute testing and assurance challenges are concentrated within data-center fabrics and data-center interconnect, where AI workloads are …
