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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.
Lisa Su, AMD chair and CEO, said that a recent partnership with OpenAI will significantly accelerate the firm’s data center AI business In sum – what to know: Data center revenue surges 22% – AMD’s data center segment hit $4.3 billion in Q3, driven by strong demand for 5th Gen EPYC CPUs and Instinct MI350 GPUs. OpenAI deal cements AI …
The UK’s ambitions for a sovereign AI ecosystem are accelerating as Dutch AI infrastructure firm Nebius launches its first UK deployment and private investors pledge billions. Projects from Nscale, CoreWeave, and AI Pathfinder, aligned with government strategies signal a convergence of public policy and private-sector build-out. In sum – what to know: Nebius launch – new London-based Nebius facility, powered …
The Industrial AI Cloud, powered by up to 10,000 Nvidia GPUs, will allow manufacturers, automakers, and robotics firms to deploy AI-driven digital twins, predictive maintenance, and large-scale simulation workloads In sum – what to know: Europe’s first Industrial AI Cloud debuts – Deutsche Telekom and Nvidia launch a sovereign, enterprise-grade platform to power AI innovation across German industries. Massive compute …
With electricity capacity set to rise 30% this year and $70 billion in planned investments for 2026, China is building AI infrastructure at scale. Enterprise AI services and domestic chip initiatives are driving the next wave of growth, positioning China as a major global AI infrastructure hub – even as it plays catch-up with the US. In sum – what to …
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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