eighthatsllc
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 TomásDell’Oro said the optical transport market is now forecast to surpass $18 billion in manufacturer revenue for the first time since 2000, driven largely by network infrastructure investments tied to AI data centers In sum – what to know: AI-driven growth – Dell’Oro now forecasts the optical transport market to grow 16% in 2026, fueled largely by AI-related data center …
Sean Farney, VP of data center strategy at JLL, told RCR Tech that former industrial facilities are increasingly being repurposed into data centers as operators respond to rising AI-driven demand and power constraints In sum – what to know: Industrial sites repurposed – Former paper mills, steel plants and manufacturing facilities are increasingly being converted into data centers, particularly across …
Susana SchwartzCirrascale ‘more horses for courses’ strategy is to test and deploy on every leading AI accelerator, with bare-metal servers fine-tuned for training, inference, and inference-as-a-service. Cirrascale founder and CEO David Driggers is a pioneering figure in HPC, known for his work around dense hardware architecture and multi-GPU processing efficiency. Starting in the early 2010s, Driggers started Cirrascale as a hardware …
Sean Kinney, Principal AnalystBeyond data and infrastructure platforms, Dell is making the case that agentic AI adoption will depend on governance, locality and more favorable token economics LAS VEGAS — At Dell Technologies World, company Founder and CEO Michael Dell kicked off the program by framing artificial intelligence as infrastructure spanning a continuum from the data center to the desktop. “Abundant intelligence is …
Christian de LooperBlaize and Winmate want to bring secure, real-time decision-making to defense and critical infrastructure without cloud reliance In sum – what we know: Edge AI is quickly becoming one of the most contested fronts in the broader AI infrastructure race, and this week brought another notable tie-up. Blaize Holdings and Winmate have announced an updated agreement to jointly develop sovereign, …
The potential agreement would mark a shift in how Anthropic sources specialized silicon for its models In sum – what we know: Anthropic is in early-stage talks to buy inference accelerators from Fractile, a London-based chip startup, according to reporting from The Information. It’s a small deal on the surface, but there might be a little more to it. Anthropic …
Operators are rapidly shifting from traditional air cooling to advanced liquid-to-air distribution systems Data centers are going through a massive shift. Facilities that used to measure capacity in megawatts are now pushing toward gigawatt territory, driven by the relentless compute demands of AI training, inference workloads, and cloud expansion. The result? More servers, but also a whole lot more heat. …
Verkor autonomously generated a layout-ready RISC-V core from a short requirements document In sum – what we know: Chip design startup Verkor.io has made a pretty bold claim — that its agentic AI system, called Design Conductor, has autonomously designed a complete RISC-V CPU core in 12 hours flat. The design started from a 219-word requirements document, and the system …
The U.S. broadband duopoly of cable and telcos is fading as fixed wireless, Starlink, WISPs, and fiber overbuilders expand rapidly. Increased competition from carriers and alternative providers is giving consumers …
The GSMA and CTIA have misrepresented early 6GHz Wi-Fi adoption data to justify reallocating spectrum for mobile use, arguing the technology remains in a normal growth phase with significant long-term …
Defense communications has entered a new phase of urgency. Networks are no longer just the pipes that move information across the battlespace; they are becoming the sensing, compute, coordination and …
Germany’s sovereign cloud push is advancing with Deutsche Telekom and SAP winning a BMDS AI platform tender built on the “Deutschland-Stack”, while Thales expands its Google Cloud-powered sovereign model in …
Sulagna Saha Amid the 1.6T demand surge, interconnects are emerging as first-class citizens of the infrastructure The race to scale artificial intelligence is increasingly forcing data center operators to find faster means to move data across sprawling, high-performance networks. The need has brought into being the 1.6 Terabit class of connectivity, which, if you’re at OFC this year, you may have heard …
Sulagna Saha While the partnership promises to put in motion ambitious plans to co-develop design and engineering solutions across vertical markets, Nvidia’s deepening market reach prompts scrutiny In sum — what to know: Nvidia acquires stakes in Synopsys: Nvidia announced that it has invested $2 billion in long-time industry partner Synopsys. GPU-accelerated AI-powered engineering: The multi-year partnership includes plans to jointly develop …
Sulagna Saha The test and measurement giant saw its best quarterly performance in two years, driven by AI and 6G push In sum — what to know: Revenue blew past estimates: Keysight’s fourth-quarter earnings beat Wall Street estimates, signaling renewed business momentum fueled by AI infrastructure buildouts and early 6G traction. Strong upward growth: At $1.42 billion, quarterly revenue is up 10% …
Sulagna Saha Samsung has added LB Semicon to its chip-testing network for handling post-processing of the flagship Exynos 2600 chips In Sum — What to Know Samsung adds LB Semicon to its chip-testing network: Samsung adds OSAT provider, LB Semicon — part of rival company LG Electronics — expanding its supply chain of testing partners. Wafer-testing of the Exynos 2600: LB Semicon …
