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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.
Juan Pedro TomásAlessandro Lombardi, chairman of Elea Data Centers told RCRTech that I Squared Capital’s investment gives Elea the long-term capital and global infrastructure expertise needed to accelerate the next phase of the company’s growth In sum – what to know: Brazil expansion focus – I Squared will acquire Elea to scale data center capacity in a market where demand is expected …
Susana SchwartzIn sum, what to know: Similar to a recent deal struck by OpenAI’s Sam Altman, Google signed a classified agreement with the Pentagon for use of its AI models for “any lawful government purpose.” This is the same language at the center of the Anthropic legal battle with the Pentagon over its designation as a “supply chain risk.” In that high-profile …
The facility will deliver around 25MW of capacity and is backed by Keppel Data Centre Fund II In sum – what to know: Floating model – Keppel has started construction on a ~25MW floating data center, positioning it as a scalable alternative to land-based facilities. Constraints focus – The project is designed to address land, energy, and water limitations, using …
Martina Raveni, senior analyst at GlobalData, told RCRTech that the deployment costs of subsea DCs are high as companies need to design, build, and then deploy the infrastructure in the ocean As demand for AI and high-performance computing accelerates, companies are exploring unconventional infrastructure models, including subsea and space-based data centers. However, these emerging approaches face significant technical and economic …
Christian de LooperBoth 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 …
