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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.
Inside a regional fiber build optimized for AI-era transport demands with LightRiver Gigabit Fiber’s new southwest long-haul build — connecting Dallas, Houston, San Antonio, and Phoenix — may look like another regional transport expansion. But to LightRiver, the engineering partner behind the deployment, the real story is how AI-enabled automation, software-driven optimization, and factory-built integration are reshaping what fiber operators …
As hyperscalers and sovereign cloud providers scale up massive AI clusters, the real point of differentiation is becoming how efficiently those GPUs can communicate, according to Dell’Oro In sum – what to know: AI clusters are outgrowing electrical networks – Explosive GPU growth and rapid port-speed transitions are stressing traditional switching layers and accelerating upgrade cycles across back-end AI fabrics. …
LiquidStack noted that the traditional efficiency metric of choice — the power usage effectiveness ratio — will lose relevance as operators prioritize economic throughput over raw energy savings In sum – what to know: Economic performance will surpass energy efficiency as the key metric – LiquidStack said operators will shift from PUE to “tokens per watt per dollar” as power …
Wafer-scale processors that bypass chips were the focus of a debatable opinion piece in the Wall Street Journal. Are current industrial policies and protectionism favoring an incumbent industry that is facing obsolescence? Cerebras Founder and CEO Andrew Feldman lauded a Wall Street Journal opinion piece, “The Microchip Era is about to end.” In it, author and tech futurist George Gilder …
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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