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 TomásActis and Terranova have secured land and power in several strategic locations, representing the potential to deploy up to 1 gigawatt of future capacity In sum – what to know: $1.5B investment across three years – Terranova begins regional rollout with campuses in Mexico, Brazil and Chile, starting in early 2026. Up to 1 GW potential capacity – Land and …
Susana SchwartzIn sum, what to know: Before Tuesday’s panel discussion about “designing scalable AI clusters,” RCRTech talked with Chip design engineer, Raymond Chik, vice-chair of the IEEE AI Hardware & Infrastructure Working Group about the insatiable need for power and energy in data center buildouts. “Most people focus on speed and performance, but now the architecture has to be configured around …
Cloud providers were the fastest-growing customer segment, increasing spending 58% year-over-year In sum — what to know: Cloud spending jumped 58% year-over-year – Hyperscalers drove the biggest share of Q3 growth, boosting demand for backbone and DCI capacity. DCI rose 34% on AI and cloud traffic – Direct DCI sales remained the strongest application as operators scaled interconnects. Ciena and …
Deutsche Telekom, Schwarz, SAP, and Ionos had discussed a joint application for an EU-backed AI data center, according to previous reports In sum – what to know: Germany eyes EU-backed AI facility – Deutsche Telekom and Schwarz Group are exploring an application to the EU’s €20bn gigafactory fund to build a major AI data center in Germany. Large-scale AI chip …
Christian de LooperTower Semiconductor’s Japan expansion leans on $1 billion in government subsidies In sum – what we know: Tower Semiconductor is making a big bet on the pipes of AI. The Israeli foundry, which specializes in high-value analog chips, has announced a roughly $3 billion plan to expand its 300mm manufacturing capacity in Japan, with the money aimed squarely at AI-related optical chips — the …
Leading-edge chip prices face annual hikes through 2029 as AI demand surges In sum – what we know: If you were hoping chip prices had finally stabilized, 2026 has other plans. TSMC and Samsung Foundry — the only two companies capable of manufacturing the world’s most advanced chips at scale — are both raising prices on their leading-edge nodes. TSMC …
Custom AI chips are converging fast — but Nvidia still owns training. Every major hyperscaler and AI lab is now designing its own silicon. Google, Amazon, Microsoft, Meta, and now OpenAI have all committed to custom application-specific accelerators (ASICs) built around a narrow set of AI workloads, trading the flexibility of a general-purpose GPU for better cost, power, and scale …
Taiwanese startup Tranxform builds low-power edge processors for on-device AI In sum – what we know: Stephen Huang has spent decades building chips for some of the biggest names in Silicon Valley. He worked on GPUs at MediaTek, contributed to Apple’s Face ID technology, and later joined Amazon’s Alexa team. Now, in his mid-50s, he’s betting that experience on a …
SoftBank’s “Patching as a Service” targets 3,000 government-designated companies In sum – what we know: SoftBank Group and its telecom arm SoftBank Corp. are rolling out “Patching as a Service,” an AI-powered …
Autonomy is automation that has gained trust; the trust of the network, the trust of the subscribers and the trust of the mobile operators. As VodafoneThree integrates two major mobile …
In this episode, David Pash, CEO of SiteSee, shares how his unconventional journey from engineering, construction, and commercial leadership led him into telecommunications with a mission to transform how wireless …
According to Phil Wong, technology principal at KPMG US, developers are increasingly locating large AI campuses outside established hubs because of land and power constraints In sum – what to …
