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Tito Costa, chief revenue officer at Tecto, told RCRTech that the company’s model combines high-capacity environments for large processing volumes with a distributed infrastructure, closer to users and regional demands In sum – what to know: Enterprise shift – Brazilian companies are driving demand for AI-ready infrastructure beyond hyperscalers. Hybrid architecture – AI Grid and AI Factory combine distributed and …
With grid interconnection delays exceeding three or four years, BESS helps data center builders and operators achieve longer-duration energy management This is part-2 of a 3-part series on Battery Energy Storage Systems (BESS), in which we talk to Juan González MartÃnez, former Energy Manager USA for Mexico City-based IGSA Power, and a specialist specializes in providing critical power infrastructure for IT …
The DC market in China will expand at a CAGR of 8.94%, as demand for digital infrastructure continues to scale across key hubs such as Beijing, Shanghai, and Guangdong In sum – what to know: AI-driven demand – Rapid AI adoption is accelerating the need for high-density, GPU-enabled data center infrastructure. Hyperscaler expansion – Global and domestic cloud providers are …
Alessandro Lombardi, chairman of Elea Data Centers, told RCRTech that the company expects artificial intelligence demand to reshape how data center capacity is deployed In sum – what to know: Dual demand – AI training and inference are driving different infrastructure needs, shaping Elea’s multi-market deployment strategy. Infrastructure constraints – Power, transmission and fiber—not demand—are now the main bottlenecks for …
Both 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 23; sign-up or follow if you want it sooner): Cambium’s collapse exposes the risks of vendor dependence for WISPs, while private 5G and IoT keep expanding, …
Mimosa Networks argues broadband operators should build for the business case, not fiber-first dogma. As BEAD funding and rural economics shift, FWA in unlicensed spectrum offers another route to viable …
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 …