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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 TomásDell’Oro’s research director Alex Cordovil said that neoclouds help diversify GPU demand away from a handful of hyperscalers In sum – what to know: Rack densities accelerating toward 600 kW require higher-voltage power designs – Operators must adopt new electrical architectures, tools and training to manage efficiency, safety, and costs. North America leads expansion thanks to AI labs and power …
An Omdia analyst told RCR Wireless News that AI adoption is now accelerating beyond customer-facing functions and becoming embedded in core network operations In sum – what to know: AI is moving deeper into networks – Telcos are expanding predictive and gen AI use cases from customer service to fault management, dynamic resource allocation, and real-time traffic forecasting, according to …
With hyperscalers consuming large portions of grid capacity, neoclouds in regions such as the Nordics and Germany are increasingly securing new power allocations for AI-focused builds In sum – what to know: Cost, sovereignty, and faster GPU access drive adoption – offering clear advantages for AI R&D, model developers, and regulated industries. Hyperscaler lock-in and limited ecosystems remain major barriers …
Susana SchwartzIn a discussion about inferencing it became clear that ‘getting AI out to end users’ at SMBs and enterprises requires rapid distribution of high-end CPUs or low-end GPUs at massive scale, to edge locations, and at low latency. In the world of AI infrastructure, there’s a trend toward pre-validated “turnkey” IaaS solutions that span bare metal servers to fully integrated …
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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