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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.
Susana SchwartzSome say the circular nature of the deals is ‘bull,’ while others say they’re the best way to keep pace with the breakneck speed of AI infrastructure’s development. There’s daily debate now about the interconnectedness of Nvidia and OpenAI deals, but is it the best way to keep pace with AI infrastructure innovation. Should we care if Nvidia invests in …
Juan Pedro TomásElea Data Centers considers that Brazil’s pro–data center tax legislation ReData transforms the market by combining tax incentives with sustainability mandates In sum – what to know: Brazil’s renewable energy edge – Nearly 90% of its power comes from clean sources, making it ideal for energy-intensive AI operations. Policy incentives – ReData links tax benefits to energy efficiency and water …
Alibaba Cloud said the new facility is part of its previously announced $53 billion global investment In sum – what to know: Double capacity – Alibaba Cloud opened its second regional data center in Dubai to handle rising AI and cloud workloads in the Middle East. $53B global investment – The expansion aligns with Alibaba’s larger multiyear commitment to AI …
The 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 …
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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