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Industry Insights
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According to CEO Matt Garman, AWS is focused on helping organizations “run their largest and most demanding applications” In sum – what to know: Enterprise AI adoption is accelerating – Garman said customers are moving from experimentation to production, demanding easier integration of generative AI into business workflows. AWS expands managed and automated AI services – More tools aim to …
The CEO of AWS noted in his keynote session said: ‘We are in the early stages of a major computing shift driven by accelerated AI’ In sum – what to know: AI as a long-term infrastructure shift – AWS CEO Matt Garman said the industry is entering a new phase defined by “a major computing shift driven by accelerated AI,” …
Actis and Terranova have secured land and power in several strategic locations, representing the potential to deploy up to 1 gigawatt of future capacity In sum – what to know: $1.5B investment across three years – Terranova begins regional rollout with campuses in Mexico, Brazil and Chile, starting in early 2026. Up to 1 GW potential capacity – Land and …
In sum, what to know: Before Tuesday’s panel discussion about “designing scalable AI clusters,” RCRTech talked with Chip design engineer, Raymond Chik, vice-chair of the IEEE AI Hardware & Infrastructure Working Group about the insatiable need for power and energy in data center buildouts. “Most people focus on speed and performance, but now the architecture has to be configured around …
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 …
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 …
Autonomous networks must move beyond self-healing to coordinate decisions across RAN, transport, core and cloud, argues Droma’s Payal Kindiger, with trust, governance and verified service outcomes key to granting AI …
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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