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 TomásDeutsche 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 …
The KT partnership expands DigitalBridge’s presence in Asia following the close of DigitalBridge Partners III, which raised $11.7 billion In sum – what to know: DigitalBridge and KT are evaluating large-scale AI data center builds in Korea – including AI factory-type facilities that could reach gigawatt scale and require multi-billion-dollar investment. The partnership deepens DigitalBridge’s focus on Asia under its …
Dell’Oro’s research director Alex Cordovil said that neoclouds help diversify GPU demand away from a handful of hyperscalers In sum – what to know: Rack densities accelerating toward 600 kW require higher-voltage power designs – Operators must adopt new electrical architectures, tools and training to manage efficiency, safety, and costs. North America leads expansion thanks to AI labs and power …
An Omdia analyst told RCR Wireless News that AI adoption is now accelerating beyond customer-facing functions and becoming embedded in core network operations In sum – what to know: AI is moving deeper into networks – Telcos are expanding predictive and gen AI use cases from customer service to fault management, dynamic resource allocation, and real-time traffic forecasting, according to …
Christian de LooperBoth are 2nm with the same 5GHz Oryon CPU In sum – what we know: Qualcomm has split its flagship smartphone chip in two. The company has announced the Snapdragon 8 Elite Gen 6 and a higher-spec Snapdragon 8 Elite Extreme Gen 6, the first time it has launched two top-tier flagship chips simultaneously. As you would expect in 2026, the main talking …
The AgentX result is impressive, but it rides on one specific operating point In sum – what we know: According to Nvidia, the Vera Rubin NVL72 rack system delivers up to a 30× higher agentic-AI throughput per megawatt than the preceding GB300 NVL72 system in SemiAnalysis’ AgentX benchmark. The company also says the comparison corresponds to up to 45× lower cost per …
OpenAI is matching chips to workloads instead of picking one vendor In sum – what we know: OpenAI is slowly but surely moving away from Nvidia, and it’s doing so in public. Speaking with Jim Cramer on CNBC’s Mad Money, OpenAI CFO Sarah Friar laid out the company’s multi-vendor compute strategy in unusually plain terms. “Just as we have a strategy …
Bigger CoWoS packages may keep AI accelerators scarce anyway In sum – what we know: TSMC is reportedly preparing to roughly double capacity for its CoWoS advanced-packaging technology by the end of 2028. The estimate, according to analysts cited by Taiwan’s Economic Daily News, puts CoWoS capacity at about 130,000 wafers per month at the end of 2026, rising to about …
From the newsletter (September 24; sign-up or follow if you want it sooner): Optus, Orange, SK Telecom, plus ZTE and Samsung, are sharpening the AI-RAN debate: near-term gains from AI …
In sum – what to know O-RAN foundation – Rakuten Mobile says its software-defined, cloud-native architecture provides the foundation for adding AI intelligence to its network. Autonomy with guardrails – …
Satellite connectivity is becoming wedged into conventional terrestrial telecom infrastructure, bringing new regulatory, certification, and interoperability requirements alongside its buzzy commercial growth. The US has banned Huawei et al; 3GPP …
Mimosa Networks argues broadband operators should build for the business case, not fiber-first dogma. As BEAD funding and rural economics shift, FWA in unlicensed spectrum offers another route to viable …
