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Juan Pedro TomásMoody’s said hyperscaler investment momentum is being supported by rapid growth in remaining performance obligations (RPOs), which represent contracted but undelivered products and services In sum – what to know: Capex accelerating – Moody’s now expects hyperscaler capex to reach $785 billion in 2026 and approach $1 trillion in 2027, significantly higher than earlier forecasts. AI demand surging – Strong …
Sulagna Saha Data center operators are confronting a growing generation of stranded assets with long-term financial and environmental consequences As AI sets off an unprecedented outlay of capital, data centers face increasing pressure to minimize inefficiencies resulting from stranded assets. According to early 2025 data, data center vacancy across North American has dropped to 1.9% with 83% of new capacity already pre-leased. …
Alibaba Group’s CEO Eddie Wu said the company expects its data center infrastructure requirements in 2033 to be roughly 10 times larger than what it operated in 2022 In sum – what to know: AI cloud growth – Alibaba Cloud’s AI-related revenue reached CNY8.97 billion in the quarter, marking its eleventh consecutive quarter of triple-digit year-over-year growth. Massive infrastructure scale-up …
Sulagna Saha With AI pushing data center demands to record highs, operators are resorting to prefabricated, modular infrastructure designs to cut deployment timelines and bring capacity online faster Modular data center designs are on the rise as AI drives massive infrastructure build. Typically, site-built constructions which entail assembling infrastructure piece by piece on the spot, take years to complete. Pre-made modules are …
Christian de LooperAlphabet moves to diversify supply chain with Intel amid TSMC capacity crunch In sum – what we know: Alphabet’s Google has placed a firm order with Intel to manufacture more than 3 million of its custom Tensor Processing Units (TPUs) for 2028, according to a report from The Information citing people with direct knowledge of the discussions. The chips would …
The 600W MI350P is essentially a halved MI350X In sum – what we know: AMD has unveiled its latest data center chip, and while it’s not a massive generational upgrade, it does slot in nicely into the company’s AI chip roadmap. The AMD Instinct MI350P PCIe GPU is a dual-slot, air-cooled CDNA 4 accelerator built to drop into standard PCIe Gen5 x16 …
SK Hynix’s expansion targets HBM and advanced-node DRAM for AI In sum – what we know: SK Hynix is set to dramatically increase its memory capacity. At Computex 2026, SK Group chairman Chey Tae-won, who also chairs SK hynix, told reporters that the company plans to double its memory wafer production capacity within five years. Chey described the move as …
The RTX Spark “superchip” is powerful enough to run 120B-parameter models and persistent agents without the cloud In sum – what we know: Nvidia wants to bring its chip and AI expertise to more consumer products. The company used Computex 2026 to put a new kind of chip on the map. The RTX Spark is an Arm-based “AI superchip” system-on-a-chip …
As nations race to build sovereign AI capabilities, successful strategies are converging on a common formula: control critical bottlenecks. The real differentiator is no longer ambition or spending, but the …
In sum, what to know: –Taking NTN beyond consumers: Anterix, which owns 900 MHz spectrum and targets the utility and enterprise private wireless space, is testing space-based direct-to-device connectivity with …
RCR’s free virtual Telco AI Forum is taking place on June 16th. Register here to explore AT&T’s telco AI strategy in more depth. Imagine for a second that a telecom …
Cisco says enterprises must move beyond WPA2 to WPA3 and strengthen wireless security through SAE, forward secrecy, and Wi-Fi 7 – to enable resilient zero-trust-ready enterprise mobility across modern networks …
