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Susana SchwartzIn Part I of RCRTV’s AI TechTalk interview with Jean-Philippe Fricker, we spoke of exuding confidence when dealing with venture capitalists and deal teams who don’t have the domain experience to understand that a “crazy idea” isn’t so crazy. In Part II, “JP” talks of what “wafer scale” really means, not only in tokens per second (TPS), but in AI …
Juan Pedro TomásCraig Tavares, president and COO of BUZZ HPC told RCRTech that access to dedicated, high-capacity connectivity directly affects both the economics and competitiveness of large-scale AI facilities In sum – what to know: Fiber priority – BUZZ HPC says dedicated high-capacity fiber is as important as power when building sovereign AI infrastructure. Canada advantage – The company sees data sovereignty …
Pritesh Swamy, head of data center research and advisory for the APAC region at Cushman & Wakefield, told RCRTech that Thailand’s government is also using incentives to attract investment in the AI infra field. In sum – what to know: Pipeline growth – Thailand’s data center development pipeline increased from 232 MW to 1,051 MW following major hyperscaler investment announcements. …
Marvell said in its earnings call that demand tied to AI infrastructure deployments continues to accelerate spending on networking and optical connectivity, particularly as hyperscalers deploy larger AI clusters requiring more bandwidth and lower latency. In sum – what to know: Revenue growth – Marvell expects fiscal 2027 revenue to grow about 40% to nearly $11.5 billion, driven by data …
Christian de LooperAlphabet moves to diversify supply chain with Intel amid TSMC capacity crunch In sum – what we know: Alphabet’s Google has placed a firm order with Intel to manufacture more than 3 million of its custom Tensor Processing Units (TPUs) for 2028, according to a report from The Information citing people with direct knowledge of the discussions. The chips would …
The 600W MI350P is essentially a halved MI350X In sum – what we know: AMD has unveiled its latest data center chip, and while it’s not a massive generational upgrade, it does slot in nicely into the company’s AI chip roadmap. The AMD Instinct MI350P PCIe GPU is a dual-slot, air-cooled CDNA 4 accelerator built to drop into standard PCIe Gen5 x16 …
SK Hynix’s expansion targets HBM and advanced-node DRAM for AI In sum – what we know: SK Hynix is set to dramatically increase its memory capacity. At Computex 2026, SK Group chairman Chey Tae-won, who also chairs SK hynix, told reporters that the company plans to double its memory wafer production capacity within five years. Chey described the move as …
The RTX Spark “superchip” is powerful enough to run 120B-parameter models and persistent agents without the cloud In sum – what we know: Nvidia wants to bring its chip and AI expertise to more consumer products. The company used Computex 2026 to put a new kind of chip on the map. The RTX Spark is an Arm-based “AI superchip” system-on-a-chip …
As nations race to build sovereign AI capabilities, successful strategies are converging on a common formula: control critical bottlenecks. The real differentiator is no longer ambition or spending, but the …
In sum, what to know: –Taking NTN beyond consumers: Anterix, which owns 900 MHz spectrum and targets the utility and enterprise private wireless space, is testing space-based direct-to-device connectivity with …
RCR’s free virtual Telco AI Forum is taking place on June 16th. Register here to explore AT&T’s telco AI strategy in more depth. Imagine for a second that a telecom …
Cisco says enterprises must move beyond WPA2 to WPA3 and strengthen wireless security through SAE, forward secrecy, and Wi-Fi 7 – to enable resilient zero-trust-ready enterprise mobility across modern networks …
Sulagna Saha The device, small enough to fit on the back of a smartphone, will provide field technicians visibility into all potential bottlenecks and advise on how to resolve them in a single site visit In sum — what to know: A new hardware tool for ISPs and enterprises — Ookla introduced a new handheld network diagnostic tool to help ISPs and …
Sulagna Saha An overall fair quarter with many companies reporting growth — some near-misses With earnings season in full swing, reports have been arriving at a steady clip. While we covered some in detail, here is a quick roundup of how the other players fared in the third quarter. In a market that remains lukewarm, it’s safe to say that these numbers …
Sulagna Saha The companies have jointly developed and tested an AI-powered 6G radio receiver that can bypass signal distortion and coverage issues inherent in 6G bands In sum — what to know: A new AI-based 6G receiver — Nokia has unveiled a new AI-powered 6G radio receiver that demonstrates significantly improved uplink distance compared to regular receivers. Nokia tap R&S for testing …
Sulagna Saha The duo continues to progress through new collaborations aimed at embedding AI across semiconductor design and engineering workflows The Nvidia GTC event has always been known to be more than just an industry gala. For years, it has served industry pundits, trends observers, and the audiences a glimpse into the next big things in tech. So, at the GTC-DC event …
