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The second data center in Dubai is a response to the growing demand for cloud computing and AI services, said Alibaba Cloud In sum — what to know: Alibaba Cloud scales up in Dubai – The company opened a second data center to meet rising demand for AI and cloud services across the Middle East. Boost for key industries – …
Lian Jye, chief analyst at Omdia, told RCR Wireless News that governments are playing a key role in shaping investment decisions In sum – what to know: AI infrastructure surges across APAC – Omdia forecasts regional AI chipset revenues to rise from US$57B in 2025 to US$81B in 2030, led by China, Japan, and South Korea. Policy drives localization push …
Hitachi and OpenAI will collaborate across multiple areas to reduce the environmental footprint of data centers and speed up AI technology deployment In sum – what to know: Strategic alliance targets global AI infra – Hitachi and OpenAI signed an MoU to jointly expand sustainable, next-generation AI data centers worldwide. Efficiency and reliability – The partnership will develop zero-emission models, …
October 2025 — As artificial intelligence continues its rapid ascent from experimental novelty to enterprise imperative, the infrastructure underpinning its evolution has become a focal point of strategic investment and innovation. In response to this accelerating demand, RCRTech is proud to announce AI Infrastructure Week, a dedicated event series launching this December to examine the technologies, architectures and partnerships shaping the future …
Samsung offers Broadcom foundry, HBM, and packaging under one roof In sum – what we know: Samsung Electronics and Broadcom have signed a five-year strategic memorandum of understanding that the two companies expect to exceed $200 billion in aggregate cooperation through 2030. The pact was signed at an AI Summit in San Francisco by Samsung Foundry President Han Jin-man and Broadcom CEO …
AMD is betting big on splitting AI workloads across different silicon In sum – what we know: AMD is, yet again, making some big deals. At its “Advancing AI 2026” event in San Francisco, the company announced two major partnerships. The headliner is a multibillion-dollar chip and equity alliance with Anthropic, the maker of the Claude models, which Reuters and The …
Frozen v2 bakes Gemini’s architecture into silicon for up to 10x efficiency In sum – what we know: According to a new report from The Information, Google is working on a new AI chip, internally codenamed “Frozen v2,” and if reports are accurate, it could have a dramatic impact on the cost of AI inference. The idea is to “freeze” parts …
Sequoia and Jane Street reportedly anchor two simultaneous Etched tranches at different prices In sum – what we know: AI chip startup Etched is in talks for two new funding rounds that could push its valuation to roughly $20 billion — about four times the $5 billion mark it hit just months ago. Neither round has closed, and terms remain fluid, but …
From the newsletter (sign-up if you want it sooner): Strong quarterly results from Verizon reinforce a broader shift across US telecoms: after years of heavy investment, mobile telcos are growing …
Agentic AI is moving from research to implementation, with growing industry consensus that future mobile networks must become AI-native. The question now is whether operators will embrace the architectural changes …
Or: why a market leaver became a market leaver. Private 5G is growing fast, but not explosively. SNS explains the market maths, the hype gap, and why Nokia has called …
Service providers need a North Star architecture, embedded governance and agentic platforms that connect AI to real network context For service providers, the agentic AI conversation tends to split into …