James Blackman
Juan Pedro Tomás
Christian de Looper© 2026 RCRTech | Powered by Eight Hats
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.
As enterprises scale AI workloads, the underlying fiber network becomes a critical enabler – not just to move data, but doing so smartly and reliably. The second part of our 20-point guide explores the subtler dimensions of AI readiness: programmable and intelligent infrastructure, sustainable edge integration, governance and openness, and service assurance. In sum – what to know: Intelligence – …
Ooredoo Kuwait, in collaboration with Nvidia, has started equipping its local data center with Nvidia H200 GPU units In sum – what to know: Kuwait’s first AI data center launched – Ooredoo Kuwait unveiled the nation’s first sovereign AI-enabled facility powered by Nvidia’s H200 GPUs, supporting Kuwait’s Vision 2035 digital strategy. Infrastructure to enable AI sovereignty – The data center …
The pair will enhance Airtel Cloud by combining Airtel’s telecom-grade platform with IBM’s AI-ready infrastructure and software In sum – what to know: IBM–Airtel alliance targets regulated sectors – The partnership will expand AI and hybrid cloud adoption across India’s banking, healthcare, and government industries with secure, compliant, and sovereign cloud infrastructure. Power11 systems bring AI-ready performance – IBM’s new …
AI workloads are changing the way fiber networks are being designed, deployed, and upgraded; they also change how we should assess them. No longer just about reach and speed, connectivity now requires control, scalability, and proximity to data and compute resources. This first instalment of a 20-point checklist examines the backbone, access, interconnect, and optical capabilities that determine whether a …
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 …
RCRTech is a daily newsletter focused on AI Infrastructure — the data centers, fiber networks, edge interconnections, chips, data platforms, hardware and software that make AI work for enterprise verticals including telecom, finance, pharmaceutical and automotive.
The idea is to provide our readers with a blend of original and curated content from seasoned journalist and analyst in a newsletter format that lets you choose your own adventure: whether you want to scan the headlines in five minutes, dive into analysis, or read the source material that we’re reading, this is the newsletter for you.
Join 200,000+ professionals receiving the RCRTech Daily Newsletters
Publisher & Contact Information
RCRTech is created by RCR Wireless News, operated by Arden Media Company. For editorial questions, story tips, advertising, or subscription assistance, visit the publisher contact page.
Publisher mailing address: 3112 Windsor Drive, A349, Austin, TX 78703, USA
Publisher telephone: (512) 431-8912
Created by RCR Wireless News. Telecom Industry editorial excellence since 1982