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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 TomásThe report projects that utility power provided to hyperscale, leased, and crypto-mining data centers will increase by roughly 11.3 GW in 2025, reaching 61.8 GW In sum – what to know: Data center power use rising sharply – U.S. grid demand will grow 22% in 2025 and nearly triple by 2030, driven largely by hyperscale and AI workloads, says 451 …
Susana SchwartzConsortium of heavyweight investors includes Nvidia, Microsoft, Temasek, MGX, xAI, and Kuwait Investment Authority In sum – what to know: Largest deal of its kind. BlackRock says $40 billion is the starting point to what it believes can turn into $80 billion to $100 billion in capital raised. Major capital backing. Investing are heavyweights like xAI, MGX, Kuwait Investment Authority, …
Macquarie noted that the transaction values Aligned at approximately $40 billion In sum – what to know: Record $40B transaction – The sale of Aligned Data Centers marks the largest-ever global data center deal, highlighting the sector’s continued surge in strategic value. From 85 MW to 5 GW – Under Macquarie’s ownership, Aligned expanded from two sites to a 50-facility …
Revenues from neoclouds surpassed $5 billion in the second quarter of 2025, according to new data from Synergy Research Group In sum – what to know: Neoclouds surpass $5B in Q2 – Revenues from AI-focused cloud providers surged 205% year over year, signaling accelerating demand for GPU-centric capacity. Market to reach $180B by 2030 – Synergy projects 69% compound annual …
Christian de LooperBuying up old GPUs for AI might be the way to go for some smaller AI outfits Every time Nvidia drops a new flagship accelerator, the entire AI processing landscape reshapes practically overnight. Hyperscalers scramble for allocation and last generation’s hardware gets treated like it’s ancient history. But what doesn’t get anywhere near as much attention is the outgoing generation of accelerators — which …
New 102.4 tbps Silicon One promises efficiency gains for hyperscalers In sum – what we know: It’s easy to focus on the GPU arms race when talking about AI infrastructure, but the networking connecting all those accelerators is arguably almost as important. You can rack up as many GPUs as your budget allows — but if the data can’t shuttle between them …
How can quantization turn massive models into efficient tools without ruining their accuracy? Running large language models is expensive. The biggest ones pack hundreds of billions of parameters, each stored as a high-precision number that chews through memory, power, and premium hardware. But do we actually need all that precision? Increasingly, the answer is no. That realization has driven the …
Replacing copper with optical pipes could have a significant impact on the AI data bottleneck The semiconductor industry has been following the same steps for decades, revolving around shrinking the transistor and packing them more into a chip. It’s worked remarkably well. But there’s a problem emerging that transistor density simply can’t fix — getting data from point A to …
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