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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 TomásMicrosoft noted that a significant portion of the investment will go toward expanding hyperscale cloud and AI data center capacity In sum – what to know: Microsoft commits US$17.5B to India over four years – Funding expands AI and cloud infrastructure, sovereign cloud options, and national digital platforms through mid-2026 and beyond. Skilling target doubled to 20 million people by …
Susana SchwartzHow you plan for this constraint could determine the fate of your AI architecture In sum – what to know: Inflection point is close — The thermal wall hits when air cooling reaches its physical limit at 40kW. HVAC to fluid dynamics — Liquid cooling is going from optional to unavoidable. Skills shortage pervades — Hire fluid dynamics engineers sooner …
The Nvidia H200 chip provides substantially higher memory bandwidth than the H20 — supporting faster AI data processing In sum – what to know: U.S. clears Nvidia’s H200 China sales under a 25% tariff – Approval reinstates advanced chip exports to vetted buyers despite national security concerns. Move aims to maintain U.S. tech influence in China – Allowing H200 access …
Singapore and Hong Kong remain two of APAC’s most strategically important data center hubs In sum — what to know Regulatory and land constraints – Swamy said Singapore has stayed “close to a thousand megawatt capacity” for years as approvals remain tightly controlled, with only 300 MW expected soon. U.S. operators dominate APAC’s growth pipeline – U.S.-owned or invested data …
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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