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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.
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.
Juan Pedro TomásThe data center market in Japan is expected to expand at a compound annual growth rate (CAGR) of 8.36% between 2026 and 2035 In sum – what to know Market growth – Japan’s data center market is forecast to grow from $11.96 billion in 2026 to $24.64 billion by 2035 at an 8.36% CAGR. Key drivers – Cloud adoption, AI …
NTT Data noted that the largest commitment comes from a hyperscale client that agreed to deploy more than 90MW at NTT’s VA11 campus in Virginia In sum – what to know: Large capacity deals – NTT Data secured nearly 115MW in new commitments across data centers in Virginia, Illinois, and California, including more than 90MW from a hyperscale customer. Enterprise …
Lian Jye, chief analyst at Omdia, told RCR Wireless News that China’s position as the world’s largest AI adoption market is pushing significant investment in DCs, compute clusters, and domestic accelerators In sum – what to know: China’s AI infrastructure market is massive but uneven – Strong consumer adoption is driving scale, while industrial sectors remain in early stages, creating …
Susana SchwartzSpeaking on RCR AITech Talk, Obinna Isiadinso, World Bank Group’s International Finance Corp. global sector lead for data center investments, says he expects 3 to 4 years of constraint or lag time for energized power, which means it’ll be 2029 or so before the U.S. sees 5-15 GW of new capacity. According to Isiadinso, this makes carrier-neutral, multi-tenant data centers projects …
Christian de LooperNew Broadcom agreements secure long-term TPU supply and 3.5 gigawatts of future capacity for Anthropic In sum – what we know: The Broadcom-Google-Anthropic love triangle continues. The three companies have announced a number of major new deals, largely focused on Broadcom. Under the first agreement, Broadcom will design and supply Google’s custom Tensor Processing Units through 2031. The second deal …
Cognichip just got $60 million in Series A funding to bring its concept to life In sum – what we know: There’s a ton of hype around AI chips, but what about AI-designed chips. That’s the idea behind Cognichip, which is building what it describes as the first physics-informed AI foundation model for semiconductor design — and it just closed a …
Nvidia’s big Marvell deal will see the two expand the NVLink Fusion platform In sum – what we know: Nvidia’s march into AI data centers continues. The company has announced a $2 billion investment in Marvell, alongside a significantly expanded technical collaboration covering AI infrastructure and next-gen telecom networks. The investment highlights where Nvidia thinks the next bottlenecks in the …
TurboQuant achieves up to 8x speed improvements on modern GPUs without sacrificing model accuracy Google Research has announced TurboQuant, a compression algorithm that could meaningfully change the economics of running large AI models. According to Google’s benchmarks, it shrinks memory usage by at least 6x and delivers up to 8x speed improvements on modern GPUs — with no accuracy loss. If …
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