Susana Schwartz
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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.
The Ratepayer Protection Act, GRID Savings Act, and state-by-state patchwork of laws reveals pre-election urgency in balancing AI development with grid capacity and cost In sum, what to know: With midterm elections coming up in November, and voters increasingly angry about rising energy costs, the House of Representatives passed by a 417-3 landslide the Ratepayer Protection Act, only to immediately …
According to Cushman & Wakefield, South Korea is forecast to generate approximately $4.1 billion in annual colocation rental revenue by 2030 In sum – what to know $13.6B investment need – South Korea is expected to require approximately $13.6 billion in capex to support its colocation data center pipeline through 2030. 255MW pre-leased – The country recorded approximately 255MW of …
Oracle delivered 850 megawatts of AI capacity containing more than 300,000 GPUs to customers during its fiscal first quarter In sum – what to know: 850 MW delivered – Oracle delivered 850 megawatts of AI capacity containing more than 300,000 GPUs to customers in Q1. Funding model evolves – Oracle closed more than $30 billion of additional AI contracts without …
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Matt Kendall
Matt Kendall Google, MN8 Energy and Eos are pairing solar, lithium-ion and zinc-based long-duration storage at a West Virginia site to power its data centers, offering a cleaner alternative to the diesel generators fueling pushback elsewhere. In sum – what to know: A three-way clean power deal – MN8, Google and Eos are building an 86MW solar, 70MW/280MWh lithium-ion and 10MW/100MWh zinc-based …
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 …
In production now, but 2nm’s first prize for AI is efficiency TSMC has begun scaling its first 2nm-class process after entering volume production late last year, turning the shift from FinFET to nanosheet transistors into a commercial reality. N2, as TSMC calls it, is the company’s first production node built around gate-all-around (GAA) transistors — a fundamental change in how …
From the newsletter (October 14; sign-up or follow if you want it sooner): AT&T has agreed to sell its Mexican business for $2bn, ending a decade-long expansion abroad to focus …
Ericsson beat Q3 earnings forecasts on seven percent organic sales growth, but warned AI-driven component costs will pressure margins through 2027, and said growth remains hard to come by – …
Ericsson is ‘dissolving’ its enterprise wireless unit but keeping its private and neutral-host 5G portfolios, betting on R&D synergies and indoor connectivity, notably with Starlink-style satellite systems. But with Nokia’s …
Matthew Iji, head of data modelling and forecasting at GSMA Intelligence, told RCR that 6G will move from selective launches to global scale gradually, with coexistence rather than wholesale replacement …
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Sulagna Saha
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 …
by Sulagna Saha
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 …
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