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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.

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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 – …

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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 …

by cropped JP headshot 96x96 1Juan Pedro Tomás

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, …

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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 …

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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 …

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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 …

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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 …

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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 …

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