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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 SchwartzWafer-scale processors that bypass chips were the focus of a debatable opinion piece in the Wall Street Journal. Are current industrial policies and protectionism favoring an incumbent industry that is facing obsolescence? Cerebras Founder and CEO Andrew Feldman lauded a Wall Street Journal opinion piece, “The Microchip Era is about to end.” In it, author and tech futurist George Gilder …
Juan Pedro TomásJPMorgan said its forecast expects 122 GW of new data center capacity coming online between 2026 and 2030 In sum – what to know: $250bn annual R&D commitment underscores AI’s scale – Hyperscalers collectively spend a quarter-trillion dollars per year on R&D, highlighting the structural shift toward long-term AI investment. $5tn build-out reshapes capital markets – JPMorgan expects every major …
CEO Lisa Su said AMD will expand its AI data center revenues at a CAGR of more than 80% in the next three to five years In sum – what to know: $100B data center revenue by 2030 – Driven by strong AI demand and a clear roadmap, the company expects to triple its overall earnings in five years. AI …
Reform is underway in PJM states that experienced high energy costs as a result of data center buildouts
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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