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Industry Insights
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.
The acquisition aligns with SoftBank’s long-term ambition to support artificial super intelligence by securing the infrastructure required to train and operate AI models globally In sum – what to know: SoftBank deepens AI infrastructure strategy – The $4B acquisition adds data centers, towers and fiber assets critical to scaling global AI platforms. DigitalBridge remains operationally independent – The firm will …
Editor’s note: preceding the AI Infrastructure Forum, now available on-demand, Shawn Rosemarin, vice president of R&D – Customer Engineering at Pure Storage, spoke to RCR Tech about the difference between AI factories and general-purpose data centers — and why AI data-readiness is the critical prerequisite for both. From general-purpose data centers to AI factoriesUnlike general-purpose data centers, AI factories are …
GlobalData argues that ocean-based and off-planet data centers could help relieve the growing energy demand driven by AI-scale compute In sum – what to know: Relief for AI-scale energy demand – Underwater and floating data centers provide natural cooling, access to renewables, and reduced land requirements, easing pressure on terrestrial infrastructure. China advances commercial underwater deployments – A new 24 …
Microsoft noted that a significant portion of the investment will go toward expanding hyperscale cloud and AI data center capacity In sum – what to know: Microsoft commits US$17.5B to India over four years – Funding expands AI and cloud infrastructure, sovereign cloud options, and national digital platforms through mid-2026 and beyond. Skilling target doubled to 20 million people by …
Six suppliers take Nvidia’s prepayments, but the 2028 ramp stays unconfirmed In sum – what to know: Nvidia has announced capacity-expansion agreements with six manufacturing partners, spanning package substrates, advanced packaging, semiconductor testing, and optical engines for co-packaged optics. The partners are Amkor Technology, IBIDEN, King Yuan Electronics (KYEC), Samsung Electro-Mechanics, SPIL, and Unimicron. Together, the deals underpin a supply-chain …
Maia 300 bets on tokens per watt, not peak compute In sum – what we know: Microsoft has unveiled the Azure Maia 300, the third generation of its custom AI accelerator, at the OCP Global Summit in San Jose. The chip won’t enter production until 2027, but Microsoft is already laying out plans for “multi-gigawatt deployments” once it does. According …
HBM4E triples bandwidth per stack, but volume production waits for 2027 In sum – what we know: Samsung and SK hynix have both shipped 12-high HBM4E samples to major customers, in what Samsung calls the first silicon of the seventh generation of high-bandwidth memory (HBM). Samsung’s shipment arrived in late May, with SK hynix following a few weeks later. Neither company has announced …
Three AI financing deals, one shared lender risk In sum – what we know: Three separate AI-hardware financing efforts surfaced at the same time this week, each enormous on its own, and collectively painting a picture of an industry scrambling to fund compute at a scale. Broadcom is reportedly arranging more than $50 billion tied to OpenAI’s custom-accelerator program, according …
From the newsletter (October 23; sign-up or follow if you want it sooner): SpaceX is reportedly targeting at least 80,000 US cell sites for Starlink Mobile, signalling a costly push …
During a session at RCR’s 6G Forum, Derek Khlopin, deputy associate administrator of NTIA’s Office of Spectrum, said the U.S. is pursuing a significant pipeline of spectrum for future wireless …
From the newsletter (October 21; sign-up or follow if you want it sooner): Nvidia and Nokia are pushing telcos to turn their networks and sites into distributed AI infrastructure, but …
Nokia CEO Justin Hotard told a conference call with investors that the company’s growth is accelerating in the areas where it has chosen to focus and invest, highlighting AI-RAN as …
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