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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.
Susana SchwartzIn sum, what to know: Before Tuesday’s panel discussion about “designing scalable AI clusters,” RCRTech talked with Chip design engineer, Raymond Chik, vice-chair of the IEEE AI Hardware & Infrastructure Working Group about the insatiable need for power and energy in data center buildouts. “Most people focus on speed and performance, but now the architecture has to be configured around …
Juan Pedro TomásCloud providers were the fastest-growing customer segment, increasing spending 58% year-over-year In sum — what to know: Cloud spending jumped 58% year-over-year – Hyperscalers drove the biggest share of Q3 growth, boosting demand for backbone and DCI capacity. DCI rose 34% on AI and cloud traffic – Direct DCI sales remained the strongest application as operators scaled interconnects. Ciena and …
Deutsche Telekom, Schwarz, SAP, and Ionos had discussed a joint application for an EU-backed AI data center, according to previous reports In sum – what to know: Germany eyes EU-backed AI facility – Deutsche Telekom and Schwarz Group are exploring an application to the EU’s €20bn gigafactory fund to build a major AI data center in Germany. Large-scale AI chip …
The KT partnership expands DigitalBridge’s presence in Asia following the close of DigitalBridge Partners III, which raised $11.7 billion In sum – what to know: DigitalBridge and KT are evaluating large-scale AI data center builds in Korea – including AI factory-type facilities that could reach gigawatt scale and require multi-billion-dollar investment. The partnership deepens DigitalBridge’s focus on Asia under its …
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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