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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.
Evroc’s founder and CEO, Mattias Åström, told RCR Wireless News that the data center initiative aligns with the firm’s mission to drive European digital sovereignty In sum – what to know: Nuclear-powered pilot – Blykalla, evroc, and Studsvik will explore co-locating SMRs and AI infrastructure at Studsvik’s licensed nuclear site in Nyköping. Clean baseload energy – The plan leverages SMR technology to supply …
Michael Dell said his company’s server and networking business surged 58% last year and grew another 69% in the last quarter In sum – what to know: Explosive demand – “tremendous” need for compute power, says Dell, with AI-related server sales set to double in fiscal 2026. Overbuild scenario – “at some point there’ll be too many” data centers, he says also …
The OpenAI-AMD partnership could massively expand OpenAI’s compute capacity for GPT-5 while positioning AMD’s chips as a strong alternative to Nvidia’s In sum – what to know: Turning point – The deal marks a turning point for AMD, which is jockeying for position as a viable alternative to Nvidia in the market for high-performance AI chips. Easing dependence – By …
Carrier noted that the region’s data center cooling market is projected to reach $7.3 billion by 2031 In sum – what to know: Integrated AI cooling – The QuantumLeap platform combines liquid and air cooling with predictive controls for more efficient, scalable data center operations. Liquid cooling in Asia – Carrier introduces its direct-to-chip cooling solution to meet rising thermal demands from AI and …
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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