eighthatsllc
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 TomásCoreWeave added 120 MW of new data center capacity in Q3, bringing its total to 590 MW, and grew its contracted power portfolio to 2.9 GW In sum – what to know: Revenue backlog doubled to $55.6B – CoreWeave added $25 billion in new contracted revenue, citing rapid demand growth across AI cloud workloads. Capex cut to $12–14B due to …
James BlackmanAs enterprises scale AI workloads, the underlying fiber network becomes a critical enabler – not just to move data, but doing so smartly and reliably. The second part of our 20-point guide explores the subtler dimensions of AI readiness: programmable and intelligent infrastructure, sustainable edge integration, governance and openness, and service assurance. In sum – what to know: Intelligence – …
Ooredoo Kuwait, in collaboration with Nvidia, has started equipping its local data center with Nvidia H200 GPU units In sum – what to know: Kuwait’s first AI data center launched – Ooredoo Kuwait unveiled the nation’s first sovereign AI-enabled facility powered by Nvidia’s H200 GPUs, supporting Kuwait’s Vision 2035 digital strategy. Infrastructure to enable AI sovereignty – The data center …
The pair will enhance Airtel Cloud by combining Airtel’s telecom-grade platform with IBM’s AI-ready infrastructure and software In sum – what to know: IBM–Airtel alliance targets regulated sectors – The partnership will expand AI and hybrid cloud adoption across India’s banking, healthcare, and government industries with secure, compliant, and sovereign cloud infrastructure. Power11 systems bring AI-ready performance – IBM’s new …
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 …
Enterprise
