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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 TomásThe AWS initiative is backed by a €7.8 billion ($9.04 billion) investment, expected to contribute €17.2 billion to the European economy by 2040 In sum – what to know: Fully independent EU cloud – AWS’s sovereign cloud is physically, legally, and operationally separate, with all infrastructure and control located entirely within the European Union. Strong data and governance controls – …
ABI Research suggests the surge in compute demand is driving a global wave of new data center construction, forcing operators to rethink how facilities are designed, built, and scaled In sum – what to know: Reference designs cut time and risk – Pre-validated blueprints reduce complexity, shorten construction timelines, and limit costly rework as data center demand accelerates. AI is …
In its 2026 data center outlook, the ratings agency said hyperscaler-led AI expansion is driving unprecedented capital requirements In sum – what to know: $3 trillion investment outlook – Moody’s expects massive capital deployment over five years as hyperscalers expand AI-driven capacity. Pre-leasing reduces oversupply risk – Most new capacity is already committed, though counterparty concentration risk is rising. Costs …
Susana SchwartzIn sum – what to know: Meta shifts focus to AI infrastructure: Meta plans as much as $600 billion in U.S. investments by 2028. 6.6 GW of nuclear power: Deals with Vistra, TerraPower, and Oklo make Meta biggest corporate purchaser of nuclear energy. High-profile hires: Banker and former Trump advisor Dina Powell McCormick as new Meta president, and Santosh Janardhan and Daniel Gross to head up …
Christian de LooperNew Broadcom agreements secure long-term TPU supply and 3.5 gigawatts of future capacity for Anthropic In sum – what we know: The Broadcom-Google-Anthropic love triangle continues. The three companies have announced a number of major new deals, largely focused on Broadcom. Under the first agreement, Broadcom will design and supply Google’s custom Tensor Processing Units through 2031. The second deal …
Cognichip just got $60 million in Series A funding to bring its concept to life In sum – what we know: There’s a ton of hype around AI chips, but what about AI-designed chips. That’s the idea behind Cognichip, which is building what it describes as the first physics-informed AI foundation model for semiconductor design — and it just closed a …
Nvidia’s big Marvell deal will see the two expand the NVLink Fusion platform In sum – what we know: Nvidia’s march into AI data centers continues. The company has announced a $2 billion investment in Marvell, alongside a significantly expanded technical collaboration covering AI infrastructure and next-gen telecom networks. The investment highlights where Nvidia thinks the next bottlenecks in the …
TurboQuant achieves up to 8x speed improvements on modern GPUs without sacrificing model accuracy Google Research has announced TurboQuant, a compression algorithm that could meaningfully change the economics of running large AI models. According to Google’s benchmarks, it shrinks memory usage by at least 6x and delivers up to 8x speed improvements on modern GPUs — with no accuracy loss. If …
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