eighthatsllc
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.
Susana SchwartzWafer-scale processors that bypass chips were the focus of a debatable opinion piece in the Wall Street Journal. Are current industrial policies and protectionism favoring an incumbent industry that is facing obsolescence? Cerebras Founder and CEO Andrew Feldman lauded a Wall Street Journal opinion piece, “The Microchip Era is about to end.” In it, author and tech futurist George Gilder …
Juan Pedro TomásJPMorgan said its forecast expects 122 GW of new data center capacity coming online between 2026 and 2030 In sum – what to know: $250bn annual R&D commitment underscores AI’s scale – Hyperscalers collectively spend a quarter-trillion dollars per year on R&D, highlighting the structural shift toward long-term AI investment. $5tn build-out reshapes capital markets – JPMorgan expects every major …
CEO Lisa Su said AMD will expand its AI data center revenues at a CAGR of more than 80% in the next three to five years In sum – what to know: $100B data center revenue by 2030 – Driven by strong AI demand and a clear roadmap, the company expects to triple its overall earnings in five years. AI …
Reform is underway in PJM states that experienced high energy costs as a result of data center buildouts
Sean Kinney One stop at a time Author’s note: I’m one of those AuDHD people you encounter in tech, media and tech media. CES and Las Vegas are exhausting, but I wanted to get this written while still having some fun. So, I landed on a format where I write a section, have a drink, take the monorail one stop, then repeat. …
Christian de LooperYou don’t have to own the hardware for AI. But should you? Every organization building with AI eventually has to decide whether to own the hardware or rent it. This isn’t necessarily always a financial calculation. It touches data security, talent pipelines, hardware obsolescence, and the fundamentally unpredictable nature of AI workloads. A startup spinning up its first large language …
Will open-source chips democratize the industry? In the early 1990s, a Finnish student named Linus Torvalds released a free operating system kernel called Linux. This new operating system, together with projects like Apache, proved that collaborative, open-source development could produce software that competes with and surpasses propriety alternatives. These days, Linux runs on everything from smartphones to supercomputers, and open-source …
Non-exclusive agreement transfers key talent and technology while Groq remains independent In sum – what we know: Nvidia and chip startup Groq have announced a non-exclusive licensing agreement reportedly worth around $20 billion. The announcement turned heads immediately — not just because of the price tag, which clocks in at nearly three times Groq’s $6.9 billion valuation from just months earlier, but …
Enterprise
