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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.
James BlackmanWith electricity capacity set to rise 30% this year and $70 billion in planned investments for 2026, China is building AI infrastructure at scale. Enterprise AI services and domestic chip initiatives are driving the next wave of growth, positioning China as a major global AI infrastructure hub – even as it plays catch-up with the US. In sum – what to …
Susana SchwartzServing the enterprise makes flexibility and agility a key focus, so a smaller footprint and compatibility with commodity IT equipment are differentiators. Colovore has pioneered ultra-high-density, liquid-cooled data centers purpose-built for AI and high-performance computing (HPC) workloads. The company has become a trusted testbed for visionary AI hardware companies like Nvidia, Cerebras, Groq, SambaNova, and d-Matrix. Before his participation in …
Juan Pedro TomásThe investment from Microsoft includes more than $10 billion in capital expenditure on AI data centers and infrastructure In sum – what to know: $15.2B investment through 2029 – Microsoft expands UAE AI and cloud infrastructure, including $10 billion in capital spending and major datacenter projects in Abu Dhabi and Dubai. Advanced GPU capacity established – The company secured U.S. …
They can choose routes that make them essential drivers of the AI future In sum, what to know: Current success can lead to future success –Telecom has succeeded in its substantial, practical AI implementations, but so much more is possible through strategic investments and evolving partnerships. Cloud native for flexibility, scalability –The move to cloud native will make it possible to …
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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