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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.
Serving the enterprise makes flexibility and agility a key focus, so a smaller footprint and compatibility with commodity IT equipment are differentiators. Colovore has pioneered ultra-high-density, liquid-cooled data centers purpose-built for AI and high-performance computing (HPC) workloads. The company has become a trusted testbed for visionary AI hardware companies like Nvidia, Cerebras, Groq, SambaNova, and d-Matrix. Before his participation in …
The investment from Microsoft includes more than $10 billion in capital expenditure on AI data centers and infrastructure In sum – what to know: $15.2B investment through 2029 – Microsoft expands UAE AI and cloud infrastructure, including $10 billion in capital spending and major datacenter projects in Abu Dhabi and Dubai. Advanced GPU capacity established – The company secured U.S. …
They can choose routes that make them essential drivers of the AI future In sum, what to know: Current success can lead to future success –Telecom has succeeded in its substantial, practical AI implementations, but so much more is possible through strategic investments and evolving partnerships. Cloud native for flexibility, scalability –The move to cloud native will make it possible to …
Nvidia said that Samsung Electronics will build an AI factory with 50,000 GPUs In sum – what to know: $3B AI infrastructure expansion – Over 260,000 Nvidia GPUs to power sovereign and industrial AI across Korea’s cloud, manufacturing, and research sectors. Industrial leaders drive AI growth – Samsung, Hyundai, SK Group, and Naver each deploying 50,000+ GPUs, creating large-scale AI …
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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