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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.
An Omdia analyst told RCR Wireless News that AI adoption is now accelerating beyond customer-facing functions and becoming embedded in core network operations In sum – what to know: AI is moving deeper into networks – Telcos are expanding predictive and gen AI use cases from customer service to fault management, dynamic resource allocation, and real-time traffic forecasting, according to …
With hyperscalers consuming large portions of grid capacity, neoclouds in regions such as the Nordics and Germany are increasingly securing new power allocations for AI-focused builds In sum – what to know: Cost, sovereignty, and faster GPU access drive adoption – offering clear advantages for AI R&D, model developers, and regulated industries. Hyperscaler lock-in and limited ecosystems remain major barriers …
In a discussion about inferencing it became clear that ‘getting AI out to end users’ at SMBs and enterprises requires rapid distribution of high-end CPUs or low-end GPUs at massive scale, to edge locations, and at low latency. In the world of AI infrastructure, there’s a trend toward pre-validated “turnkey” IaaS solutions that span bare metal servers to fully integrated …
SK Telecom said the collaboration with OpenAI reflects its broader goal of building an “AI infrastructure superhighway” across South Korea In sum – what to know: SK Telecom is scaling national AI hubs – The OpenAI MoU and regional AIDC plan advance its “AI Infrastructure Superhighway,” linking multiple AI data center zones across Korea. Two-tier growth strategy: self-reliance + cooperation …
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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