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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.
Demand growth and capital recovery are different questions. This is the first article in a four-part weekly series. This series is based on my new 12,000-word research paper, The Economics of AI Infrastructure, and the financial model used in that analysis. It also builds on my recent RCR Wireless retrospective, Fifteen years on, how did that 1,000x mobile broadband forecast …
Juan Pedro TomásDigital Realty, Equinix, Keppel Data Centres and ST Telemedia Global Data Centres will each receive 50MW under Singapore’s second Data Centre Call for Application (DC-CFA2) In sum – what to know: 200MW allocated – Digital Realty, Equinix, Keppel Data Centres, and ST Telemedia Global Data Centres will each receive 50MW of new capacity. Green requirements – At least 50% of …
Dell’Oro Group VP of research Baron Fung told RCRTech that accelerated servers equipped with AI accelerators are expected to account for roughly 40% of the $3 trillion in DC capital expenditure forecast In sum – what to know: AI drives spending – Accelerated servers with AI accelerators are expected to account for roughly 40% of the projected $3 trillion in …
Nebius raised its year-end contracted power target to 5GW and said its future capacity pipeline puts it among a small number of companies able to build more than 1GW of new capacity per year In sum – what to know: 2027 capacity – Nebius says it could sell its entire 2027 capacity today, but is retaining some to serve shorter-term …
Christian de LooperThe AgentX result is impressive, but it rides on one specific operating point In sum – what we know: According to Nvidia, the Vera Rubin NVL72 rack system delivers up to a 30× higher agentic-AI throughput per megawatt than the preceding GB300 NVL72 system in SemiAnalysis’ AgentX benchmark. The company also says the comparison corresponds to up to 45× lower cost per …
OpenAI is matching chips to workloads instead of picking one vendor In sum – what we know: OpenAI is slowly but surely moving away from Nvidia, and it’s doing so in public. Speaking with Jim Cramer on CNBC’s Mad Money, OpenAI CFO Sarah Friar laid out the company’s multi-vendor compute strategy in unusually plain terms. “Just as we have a strategy …
Bigger CoWoS packages may keep AI accelerators scarce anyway In sum – what we know: TSMC is reportedly preparing to roughly double capacity for its CoWoS advanced-packaging technology by the end of 2028. The estimate, according to analysts cited by Taiwan’s Economic Daily News, puts CoWoS capacity at about 130,000 wafers per month at the end of 2026, rising to about …
The Qualcomm deal covers custom inference silicon and 1.6T optical links In sum – what we know: Qualcomm and Amazon have announced a major partnership on September 8, 2026 that will see Qualcomm deploying multiple generations of custom AI-inference silicon and optical interconnects for AWS data centers. It’s a pretty major deal for Qualcomm, which is newer to large-scale AI …
Artificial intelligence is rapidly becoming the defining force behind the next generation of mobile networks. The deployment decisions operators make today will shape their ability to adopt new AI capabilities, …
AI inference is reshaping network demand, creating an opportunity for service providers to turn high-capacity, intelligent connectivity into new revenue as enterprises and hyperscalers scale AI workloads. AI has taken …
From the newsletter (September 21; sign-up or follow if you want it sooner): The best broadband network is not always fiber, says Mimosa Networks. FWA can make better economic sense …
Mike Jack, director of product marketing at Viavi, told RCR that the most acute testing and assurance challenges are concentrated within data-center fabrics and data-center interconnect, where AI workloads are …
Sulagna Saha In a joint trial, Telstra and Silicon Quantum Computing demonstrated that a quantum system can forecast network issues faster than a deep learning model In sum – what to know: Quantum meets machine learning — Telstra and Silicon Quantum Computing jointly tested a quantum machine learning system for network automation. Efficiency edge – The system, while running on less powerful …
Sulagna Saha The rising tide of AI — and circular deals like CoreWeave and Meta — are starting to spill into supporting industries, including test and measurement AI companies continue to pour money into infrastructure in a trend that promises to boost many adjacent industries. Meta’s multibillion-dollar deal with CoreWeave is a case in point. Pegged at $14.2 billion, the partnership will …
