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 TomásAlibaba Cloud said the new facility is part of its previously announced $53 billion global investment In sum – what to know: Double capacity – Alibaba Cloud opened its second regional data center in Dubai to handle rising AI and cloud workloads in the Middle East. $53B global investment – The expansion aligns with Alibaba’s larger multiyear commitment to AI …
The report projects that utility power provided to hyperscale, leased, and crypto-mining data centers will increase by roughly 11.3 GW in 2025, reaching 61.8 GW In sum – what to know: Data center power use rising sharply – U.S. grid demand will grow 22% in 2025 and nearly triple by 2030, driven largely by hyperscale and AI workloads, says 451 …
Susana SchwartzConsortium of heavyweight investors includes Nvidia, Microsoft, Temasek, MGX, xAI, and Kuwait Investment Authority In sum – what to know: Largest deal of its kind. BlackRock says $40 billion is the starting point to what it believes can turn into $80 billion to $100 billion in capital raised. Major capital backing. Investing are heavyweights like xAI, MGX, Kuwait Investment Authority, …
Macquarie noted that the transaction values Aligned at approximately $40 billion In sum – what to know: Record $40B transaction – The sale of Aligned Data Centers marks the largest-ever global data center deal, highlighting the sector’s continued surge in strategic value. From 85 MW to 5 GW – Under Macquarie’s ownership, Aligned expanded from two sites to a 50-facility …
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. …
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 …
AI workloads are reshaping data centers and cloud networks, driving unprecedented demands on scale, performance, and resiliency. Scale-up, scale-out, and scale-across connectivity models are redefining how GPUs, racks, and data …
