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.
RCRTech 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 …
Susana SchwartzThe ‘Sacramento Effect’ could mean last week’s flurry of landmark AI legislation could serve as a blueprint for other states In sum – what to know: California passes landmark AI legislation – SB 53, AB853 and SB243 are Senate and Assembly bills that regulate developers of advanced, or “frontier,” AI models; require disclosures about AI-generated content; assess impact of data centers …
Juan Pedro TomásThe companies will also evaluate adaptive AMD technologies for edge AI in telecom and enterprise environments In sum – what to know: Strategic partnership – e& UAE and AMD will collaborate on AI infrastructure, exploring the use of EPYC processors, Instinct GPUs, and adaptive edge solutions for secure, scalable deployments. Sustainability, skills – The agreement includes plans for energy-efficient design, …
Some say the circular nature of the deals is ‘bull,’ while others say they’re the best way to keep pace with the breakneck speed of AI infrastructure’s development. There’s daily debate now about the interconnectedness of Nvidia and OpenAI deals, but is it the best way to keep pace with AI infrastructure innovation. Should we care if Nvidia invests in …
Christian de LooperGoogle gets a Marvell stock warrant worth up to $12.2 billion In sum – what we know: Marvell Technology and Google have agreed to co-design custom semiconductor products for Google’s tensor processing unit (TPU) ecosystem. Alongside the deal, Marvell issued Google a stock warrant on August 18, 2026, allowing it to purchase up to 58,970,907 shares at $206.58 apiece — a potential …
Feynman could make Nvidia A16’s first major customer In sum – what we know: Nvidia is reportedly designing its next-generation “Feynman” GPUs to debut on TSMC’s A16 node — a 1.6nm-class process — rather than the standard 2nm (N2) generation. Feynman is the successor to the Rubin and Rubin Ultra, which are on the 3nm-class N3P. If the reports hold up, Nvidia’s …
Reported AMD tie-up pairs Google TPU matrix engines with x86 CPU cores In sum – what we know: Google has settled into a pretty quick cadence when it comes to refreshing its TPUs, but its next refresh might see it bring a new partner on board. According to a client note from SemiAnalysis, Google is reportedly working with AMD on a project …
Taalas chips run one model each, but claim vastly faster inference In sum – what we know: AMD is buying its way deeper into AI inference. The company has announced an agreement to acquire Taalas, a Toronto-based chip startup founded in 2023 that takes an unusually blunt approach to the inference problem — it hardwires entire AI models directly into silicon. …
ZTE said its position in China’s network equipment market remained stable, while computing-related opportunities linked to the construction of intelligent computing resource pools provided an additional source of growth In …
Keysight reported fiscal third-quarter revenue of $1.846 billion, up 36% year over year, while orders rose 56% to $2.91 billion In sum – what to know: AI drives test intensity …
The AI supercycle is turbocharging investment as companies in virtually every sector accelerate their plans. Moving fast is an imperative when the entire market is enthusiastically pursuing its AI futures. …
In 2026, the quantum risk horizon moved — not because of a scientific breakthrough, but because of vendor behavior. Google pulled its post-quantum cryptography migration forward from the early 2030s …
