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.
Juan Pedro TomásABI Research suggests the surge in compute demand is driving a global wave of new data center construction, forcing operators to rethink how facilities are designed, built, and scaled In sum – what to know: Reference designs cut time and risk – Pre-validated blueprints reduce complexity, shorten construction timelines, and limit costly rework as data center demand accelerates. AI is …
In its 2026 data center outlook, the ratings agency said hyperscaler-led AI expansion is driving unprecedented capital requirements In sum – what to know: $3 trillion investment outlook – Moody’s expects massive capital deployment over five years as hyperscalers expand AI-driven capacity. Pre-leasing reduces oversupply risk – Most new capacity is already committed, though counterparty concentration risk is rising. Costs …
Susana SchwartzIn sum – what to know: Meta shifts focus to AI infrastructure: Meta plans as much as $600 billion in U.S. investments by 2028. 6.6 GW of nuclear power: Deals with Vistra, TerraPower, and Oklo make Meta biggest corporate purchaser of nuclear energy. High-profile hires: Banker and former Trump advisor Dina Powell McCormick as new Meta president, and Santosh Janardhan and Daniel Gross to head up …
Meta Compute will focus on the infrastructure layer supporting Meta’s AI ambitions In sum – what to know: Meta formalizes AI infrastructure strategy – The creation of Meta Compute signals a long-term commitment to AI data center development at unprecedented scale, reaching tens of gigawatts this decade. Clear split between AI and infrastructure roles – While AI research leadership focuses …
Christian de LooperQualcomm apparently wants to be the next major ASIC builder In sum – what we know: Qualcomm has reportedly agreed to supply ByteDance with millions of custom AI chips for data center workloads, according to a Bloomberg report citing people familiar with the matter. It’s a deal that, if it plays out as described, would mark one of Qualcomm’s first genuine large-scale …
AMD’s 256-core flagship targets agentic AI workloads In sum – what we know: AMD has moved its 6th Gen EPYC “Venice” server CPUs into volume production, marking the transition from engineering samples and pilot runs into scaled manufacturing at TSMC’s 2nm fabs in Taiwan. The chips are built on AMD’s Zen 6 core architecture and TSMC’s N2 2nm-class node, with commercial …
The new Google-Blackstone-powered provider targets 500 MW of capacity by 2027 In sum – what we know: Google and private equity giant Blackstone are teaming up to build a U.S.-based AI cloud provider built around Google’s custom Tensor Processing Units. The new joint venture will sell data center capacity, networking, operations, and TPU compute as a bundled service — effectively a turnkey …
Blaize and Winmate want to bring secure, real-time decision-making to defense and critical infrastructure without cloud reliance In sum – what we know: Edge AI is quickly becoming one of the most contested fronts in the broader AI infrastructure race, and this week brought another notable tie-up. Blaize Holdings and Winmate have announced an updated agreement to jointly develop sovereign, …
Telecom operators must rethink workforce training as networks and customer expectations evolve. Immersive, AI-driven roleplay and realistic practice environments can improve retention, strengthen customer-facing skills, and prepare distributed teams to …
As India accelerates its digital transformation, resilient, intelligent connectivity is becoming essential for global enterprises seeking to scale operations, ensure business continuity, and unlock opportunities across the country’s fast-growing AI, …
The company’s AI Data Center GPU Cloud is intended for customers facing restrictions on transferring data overseas and those seeking infrastructure optimized specifically for the Japanese market In sum – …
Panelists say defense networks must assume day-one attack and lean on civilian infrastructure to stay up The definition of resilience in defense communications is shifting, and so is the way …
