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.
Juan Pedro TomásOmdia noted that large-scale domestic AI infrastructure development is being led by companies including SK Telecom, Rebellion AI, Samsung and Naver In sum – what to know: Sovereign AI at the core – South Korea’s strategy emphasizes local data rules and regionally tailored foundation models alongside large-scale infrastructure buildouts. Policy and domestic champions drive momentum – Government backing and ambitions …
If completed, EdgeConneX aims to develop a campus with potential capacity of up to 1 GW to support AI and cloud computing workloads In sum – what to know: Up to 1 GW planned capacity – The proposed Skellefteå campus could reach one gigawatt, targeting AI and cloud workloads. Nordic expansion strategy – The project supports EdgeConneX’s broader plan to …
American Tower CEO told a conference call with investors that this is the first year that CoreSite is seen AI really manifest itself as a huge use case for the company In sum – what to know: AI now a major driver – AI-related workloads such as inferencing and machine learning are becoming the fastest-growing new leasing segment for CoreSite. …
Susana SchwartzIn sum – what to know: Anthropic CEO Dario Amodei is currently locked in a high-stakes standoff with the Pentagon. The Dept. of War under Pete Hegseth has threatened to blacklist Anthropic and/or invoke the Defense Production Act to compel Anthropic CEO Dario Amodei to do what he does not want to do: have Claude potentially used to develop weapons that fire …
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 …
Enterprise
