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Juan Pedro TomásIn an interview with RCR Wireless News, Beatriz Valle, senior analyst at GlobalData, noted a widening of the gap between data center power needs and available supply In sum – what to know: Power is the main constraint – Grid capacity and connection delays are emerging as the biggest barriers to data center growth, outweighing capital availability or customer demand. …
JLL noted that the relationship between hyperscalers and neocloud providers is evolving from competition to partnership In sum – what to know: AI creates a new data center asset class – Training workloads need up to 10x higher power density, enabling AI-focused facilities to achieve lease rates as much as 60% above traditional data centers. Inference drives distributed growth – …
Susana SchwartzGaN could be a game-changing semiconductor material that brings energy efficiency to AI data centers Gallium Nitride (GaN) is increasingly used in data centers for improving power supply efficiency, increasing power density, and reducing energy consumption. With faster switching speeds and lower losses, it opens the door to smaller, more efficient power converters so that data center engineers can fit …
GlobalData estimates that there is currently a global pipeline of large-scale data center projects with a total value of $2,306 billion In sum – what to know: Record-scale expansion ahead – GlobalData estimates a $2.3 trillion global pipeline of large-scale data center projects as AI-driven demand continues to accelerate. Technology shifts deepen complexity – Higher server densities, liquid cooling, edge …
Christian de LooperTaalas chips run one model each, but claim vastly faster inference In sum – what we know: AMD is buying its way deeper into AI inference. The company has announced an agreement to acquire Taalas, a Toronto-based chip startup founded in 2023 that takes an unusually blunt approach to the inference problem — it hardwires entire AI models directly into silicon. …
The move shifts from rumor to a dedicated in-house silicon effort In sum – what we know: Anthropic is officially building an in-house team to design custom AI chips for its Claude models. — something that was already rumored, but has now been confirmed. The move marks a decisive shift from the exploratory phase Reuters first reported back in April, …
More than 40 vendors join Storage-Next, but Nvidia owns the stack In sum – what we know: Nvidia has formally launched its Storage-Next initiative at the Future of Memory and Storage event, an effort to establish open, interoperable standards for GPU-driven storage in large-scale AI systems. The launch put a name and a membership figure on work that had been simmering since …
Marvell’s four-tier KV cache architecture spans SSDs, CXL pooling, and optical fabric In sum – what we know: Marvell Technology has unveiled a new AI memory and storage infrastructure portfolio at the “Future of Memory and Storage” (FMS) event. The portfolio spans CXL-based memory expansion, PCIe 6.0 SSD controllers, and an optical shared memory fabric — all aimed at hyperscalers and cloud …
In this episode, Seth Arndorfer, CEO of DCN, shares how an unexpected career journey from agriculture and college rodeo to telecommunications led him to the forefront of one of the …
In the 3rd edition of RCR’s 6G Forum we will tackle the most pressing questions relating to AI-native network architectures and service enablement as the industry moves towards the 6G …
Celona is folding Wi-Fi 7, private 5G, public cellular and satellite into one AI-managed platform, targeting the complexity, cost and device shortages that have held back enterprise wireless adoption. In …
From the newsletter (sign-up if you want it sooner): Open RAN is evolving from a promise of supplier diversity toward a more pragmatic focus on interface standardization, as operators weigh …
