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Juan Pedro TomásPritesh Swamy, head of data center research and advisory for the APAC region at Cushman & Wakefield, told RCRTech that Thailand’s government is also using incentives to attract investment in the AI infra field. In sum – what to know: Pipeline growth – Thailand’s data center development pipeline increased from 232 MW to 1,051 MW following major hyperscaler investment announcements. …
Marvell said in its earnings call that demand tied to AI infrastructure deployments continues to accelerate spending on networking and optical connectivity, particularly as hyperscalers deploy larger AI clusters requiring more bandwidth and lower latency. In sum – what to know: Revenue growth – Marvell expects fiscal 2027 revenue to grow about 40% to nearly $11.5 billion, driven by data …
Susana SchwartzCerebras co-founder JP Fricker helped design the largest chip ever built by ‘making the naysayers his research team’ and considering confidence a contagion that can spread to investors, technical experts, new hires, and customers. Jean-Philippe Fricker is a semiconductor visionary who succeeded in the audacious task of carving a single, massive processor from an entire silicon wafer — a feat …
Martina Raveni, senior analyst at GlobalData, previously told RCRTech that the deployment costs of underwater data centers are high as companies need to design, build, and then deploy the infrastructure in the ocean In sum – what to know: Direct wind power – The underwater facility is connected to Lin-gang’s offshore wind farm, with modules positioned near turbines and located …
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 …
