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Susana SchwartzCerebras co-founder JP Fricker helped design the largest chip ever built by ‘making the naysayers his research team’ and considering confidence a contagion that can spread to investors, technical experts, new hires, and customers. Jean-Philippe Fricker is a semiconductor visionary who succeeded in the audacious task of carving a single, massive processor from an entire silicon wafer — a feat …
Juan Pedro TomásMartina Raveni, senior analyst at GlobalData, previously told RCRTech that the deployment costs of underwater data centers are high as companies need to design, build, and then deploy the infrastructure in the ocean In sum – what to know: Direct wind power – The underwater facility is connected to Lin-gang’s offshore wind farm, with modules positioned near turbines and located …
Huawei said the rapid growth of AI applications and agent-based systems is increasing demand for new infrastructure architectures capable of handling large-scale token generation, multimodal datasets, and distributed AI workloads In sum – what to know: AI data lakes – Huawei introduced high-density storage and unified data management technologies aimed at supporting large-scale AI workloads and multimodal datasets. Inference infrastructure …
During the firm’s recent earnings call, executives repeatedly emphasized that demand for AI compute infrastructure remains strong, particularly among hyperscalers and large-scale AI operators seeking near-term access to power capacity In sum – what to know: Power constraints – Fermi executives said AI infrastructure deployment is increasingly limited by power availability, grid interconnection timelines and equipment availability. Capital discipline – …
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 key to a well-functioning network is not costly bolt-on tools, but rigorous test and assurance that ensures the desired network state is not just achieved — but preserved at all times The addition of AI capabilities to the network has provided telcos, hyperscalers, and enterprises with a very critical tool that can make or break the network. Now …
Sulagna Saha AI-enabled inspection of optic fiber end faces is at a nascent stage, but shows great potential in defect detection As demand for bandwidth continues to escalate, networks are under constant stress to deliver peak performance around the clock. Since 2021, the global internet bandwidth has doubled, increasing by 23 percent in 2025 alone. The ultra-high demands of AI and machine …
Sulagna Saha Revenue in the third quarter rose by 6.3 percent, pushed by strong growth in Marine & Offshore, Certification, Industry, and Buildings & Infrastructure segments. In sum – what to know: Strong Q3 results – Bureau Veritas’s third-quarter revenue beats market expectations amid portfolio adjustments. Growth drivers – Marine & Offshore saw double-digit growth, with Industry, Certification, and Buildings & Infrastructure …
Sulagna Saha The high-profile acquisition will allow Keysight and Viavi to capitalize on high-growth markets, with far-reaching impacts on long-term growth, competition, and dynamics of the industry The three-way transaction between Keysight, Viavi, and Spirent has dominated headlines for over 18 months now. On October 15th, the companies officially closed the acquisition processes, ending a long chapter marked by bidding wars, regulatory …
