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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 TomásAlibaba is accelerating its focus on AI infrastructure and cloud services as a central growth pillar In sum – what to know: AI demand surge – Cloud revenue rose 35% as AI workloads expand across industries, driving sustained infrastructure growth. Compute supply risk – Alibaba expects global AI computing shortages, shaping its push into chips and data center capacity. Full-stack …
Australia will require developers to demonstrate that their projects will not place upward pressure on electricity prices In sum – what to know: National alignment focus – Projects must support economic, security, and community outcomes, with emphasis on data sovereignty and responsible engagement. Resource management focus – Developers are expected to address energy demand and water usage through efficiency, clean …
Rajesh Natarajan, chief technology officer at Gorilla Technology, told RCR Wireless News that the company will deploy infrastructure at Yotta’s NM1 facility in Navi Mumbai. In sum – what to know: 5,000+ GPUs – Gorilla and Yotta plan to install large-scale AI compute infrastructure to support enterprise and public sector workloads in India. Infra model – Gorilla supplies hardware while …
Susana SchwartzCBRE is the largest commercial real estate services and investment firm in the world. RCRTV’s AI TechTalk spoke with CBRE’s Pat Lynch, executive managing director for Data Center Solutions, and Gordon Dolven, director of Data Center Research, Americas about CBRE’s recently released “North American Data Center Trends H2 2025.” The report reveals that the North American data center market is experiencing …
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 24; sign-up or follow if you want it sooner): Optus, Orange, SK Telecom, plus ZTE and Samsung, are sharpening the AI-RAN debate: near-term gains from AI …
In sum – what to know O-RAN foundation – Rakuten Mobile says its software-defined, cloud-native architecture provides the foundation for adding AI intelligence to its network. Autonomy with guardrails – …
Satellite connectivity is becoming wedged into conventional terrestrial telecom infrastructure, bringing new regulatory, certification, and interoperability requirements alongside its buzzy commercial growth. The US has banned Huawei et al; 3GPP …
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 …
