Generated by Rank Math SEO, this is an llms.txt file designed to help LLMs better understand and index this website. # RCRTech ## Sitemaps - [XML Sitemap](https://rcrtech.com/sitemap_index.xml): Includes all crawlable and indexable pages. ## Posts - [Nvidia commits billions to expand AI substrate, packaging and test capacity](https://rcrtech.com/semiconductor-news/nvidia-supply-chain-capacity-commitments/): Nvidia has announced capacity-expansion agreements with six manufacturing partners, spanning package substrates, advanced packaging, semiconductor testing, and optical engines for co-packaged optics. The partners are Amkor Technology, IBIDEN, King Yuan Electronics (KYEC), Samsung Electro-Mechanics, SPIL, and Unimicron. Together, the deals underpin a supply-chain buildout that Nvidia frames as both a volume play and a geographic-diversification strategy — resiliency and redundancy, in the company's language. Nvidia says it plans to raise substrate capacity for its products by 2.5x over three years, with "more underway." "Demand is extraordinary," CEO Jensen Huang said at the keynote. "Capacity is the constraint." - [Changes in financing for AI infrastructure](https://rcrtech.com/ai-infrastructure/changes-in-financing-for-ai-infrastructure/): Bloomberg recently highlighted a significant correction in how AI infrastructure and data center developments are financed, contracted, designed, and stress-tested. - [SpaceX eyes 80,000 cell sites](https://rcrtech.com/rcrwirelessnews/spacex-eyes-80000-cell-sites/): On the heels of terrestrial spectrum deals and regulatory satellite approvals, plus big talk on its latest quarterly call about a “clear path” to “several hundred billion dollars” of telco revenue, SpaceX is reportedly negotiating with US tower companies to secure access to at least 80,000 cell sites to build out its terrestrial network for Starlink Mobile to become the fourth US mobile operator. - [KT Cloud breaks ground on 50MW AI DC as South Korea expands AI capacity](https://rcrtech.com/ai-infrastructure-news/kt-cloud-ai-dc-korea/): SK targets 15GW – SK Hyper is seeking $350 billion for the first 5GW phase of a planned 15GW South Korean data-center buildout targeted for completion by 2035. - [Musk predicts ‘hundreds-of-billions’ in Starlink ‘connectivity’ revenue](https://rcrtech.com/ai-infrastructure/musk-predicts-hundreds-of-billions-in-starlink-connectivity-revenue/): Connectivity is foundational for AI Infrastructure, and massive, low-latency data pipelines are going to be essential for carrying continuous data streams from edge devices worldwide. - [AT&T – where now, and where next?](https://rcrtech.com/rcrwirelessnews/att-where-now-and-where-next/): Lots going on today, which is captured below, or rounded-up tomorrow. But here’s a smart 2,000-word write-up of AT&T’s position and strategy, including about its productive bundling strategy, potential fiber acquisitions, and AI grid development, with at least a couple of Starlink broadsides thrown in for good measure – all taken from its Q3 scores. - [AI is turning data centers into dense fiber environments, and hyperscalers want to own the pathways](https://rcrtech.com/ai-infrastructure-2/ai-data-centers-dense-fiber/): AI data center clusters use many times more fiber than conventional data centers, and the strain is reshaping internal fiber architecture and interface rates. In response, hyperscalers are seeking out long-term rights to both fiber infrastructure and pathways, rather than short-term leased circuits. - [Nvidia PODs: shrinking time-to-first-token’](https://rcrtech.com/ai-infrastructure/nvidia-pods-shrinking-time-to-first-token/): Delays in data center construction means delays in the time it takes to generate AI tokens. Nvidia hopes to provide a stopgap for delayed brick-and-mortar construction with its new DSX PODs, which it introduced today at its GTC event in Berlin. - [Telcos doing telco things – amid AI noise](https://rcrtech.com/rcrwirelessnews/telcos-doing-telco-things-amid-ai-noise/): Plenty of AI-RAN stuff from GTC in Berlin today, courtesy of Nvidia and Nokia – live tests with T-Mobile, BT, Deutsche Telekom, Elisa, Orange, plus others. - [ITM Power sees data-center hydrogen potential but warns of overhype](https://rcrtech.com/ai-infrastructure-news/itm-power-data-center-hydrogen/): Potential role – ITM Power CTO Simon Bullough says green hydrogen could help address data centers’ energy needs and backup-power requirements. - [Milliseconds matter: BESS, intelligent orchestration tame volatile power demands](https://rcrtech.com/ai-infrastructure-news/battery-energy-storage-systems-and-intelligent-orchestration-are-replacing-rigid-controls-to-stabilize-power-loads-and-smooth-rapid-transient-spikes/): In addition to the innovative financing structure of the project, which co-founder and vice president Joel Chisolm has called a “scalable, repeatable template for our 5 GW near-term ERCOT pipeline,” the scale and capacity of Project Soho is unique. The massive size of the project requires direct power dispatch into the ERCOT Houston zone, and the digital backbone for that 5 GW pipeline is FlexGen, which is known for its hyper-accelerated deployments in Texas. Because ERCOT is facing surging power demands, speed-to-market is critical, and leveraging FlexGen’s HybridOS Energy Management System, Greenflash pioneered "energy-ready" infrastructure that handles GPU-driven power spikes, reduces/offsets site loads in compliance with ERCOT SB6 and Flex Connect mandates, and meets strict ERCOT low-voltage ride-through requirements. - [Taming power spikes in transient AI loads](https://rcrtech.com/ai-infrastructure/taming-power-spikes-in-transient-ai-loads/): Greenflash recently closed hybrid tax capital and debt financing for Project Soho – a 400MW / 800MWh standalone battery storage project in Brazoria County, TX – the largest standalone BESS currently under construction in the state. - [6G progress, minus the business case](https://rcrtech.com/rcrwirelessnews/6g-progress-minus-the-business-case/): We have cobbled together a 6G special today with some smart editing – plus more about AI-RAN (with Singtel, Softbank, T-Mobile; Ericsson and Nokia), more still about D2D (about regulatory changes, defensive positions, control strategies – all contra you-know-who), and a whole fourth act about Industry 4.0 (courtesy of Nvidia, Siemens, Mercedes, plus Dell’Oro with the stats). - [DCs, GPUs, tokens: how much do we need, how much will we pay?](https://rcrtech.com/ai-infrastructure/dcs-gpus-tokens-how-much-do-we-need-how-much-will-we-pay/): When it comes to AI infrastructure, is there too much incentive to build excessive supply or is the demand for AI usage (tokens consumed) big enough to justify the current pace of data center buildouts? - [Israel sets 200MW cap per new DC as grid requests hit 27GW](https://rcrtech.com/ai-infrastructure-news/israel-dc-grid/): 200MW capacity cap – Israel’s Electricity Authority has set a 200MW limit for each new data center as the country manages a surge in grid-connection requests. - [EU MNO NTN JV?](https://rcrtech.com/rcrwirelessnews/eu-mno-ntn-jv/): There’s not much in it yet – merely a statement of intent – but it is interesting nonetheless. And while RCR waits on answers from various parties, it is worth reviewing, and speculating some. - [Research note: Deutsche Telekom’s €1 billion AI ambition — new revenue, familiar advantages](https://rcrtech.com/analyst-angle/deutsche-telekom-ai-ambition/): Telecommunications operators have spent years describing how artificial intelligence (AI) will transform their networks, operations and business models. Deutsche Telekom is taking a more concrete approach, attaching financial targets to its ambition to become an AI-native telco. - [Virginia tops 12GW as Oregon data center pipeline reaches 5.5GW](https://rcrtech.com/ai-infrastructure-news/virginia-12gw-oregon-data-center/): Virginia keeps expanding – Operational capacity reached 12,338MW, with more than 1GW added in H1 2026 and the planned pipeline exceeding 39GW. - [Ericsson pivot toward high-performance indoor networks and differentiated connectivity](https://rcrtech.com/ai-infrastructure/ericsson-pivot-toward-high-performance-indoor-networks-and-differentiated-connectivity/): Yesterday, Ericsson made a series of major structural, financial, and product announcements that reflect changes to its 5G and AI infrastructure strategy. - [Starlink MO – replacement or displacement?](https://rcrtech.com/rcrwirelessnews/starlink-mo-replacement-or-displacement/): Aside from the enterprise exodus by vendors this week, and some interesting commentary about AI RAN from Ericsson’s Q3 review, the analyst community has produced a couple of reports about this existential panic in the telecoms community about what exactly Starlink is up to. - [6G Forum 2026](https://rcrtech.com/on-demand/6g-forum-2026/): September 24, 2026 - [SpaceX directly challenges AT&T, Verizon, and T-Mobile](https://rcrtech.com/ai-infrastructure/spacex-directly-challenges-att-verizon-and-t-mobile/): Elon Musk's recent telecom plays may seem consumer focused on the surface, but they are a component of his expansion into AI infrastructure and space-based edge computing. For Musk and SpaceX, connectivity is the underlying pipeline for real-time AI. - [Ericsson – good show, flat market](https://rcrtech.com/rcrwirelessnews/ericsson-good-show-flat-market/): Lots here today, mixing news and views, out of Ericsson’s Q3 review. The big headline is that the Swedish vendor has dismembered and dispersed (“dissolved, as such”) its ‘enterprise wireless’ division, home to its private 5G and neutral-host solutions, into its ‘networks’ business – not, it says, to kill it, or run it down, but to streamline its R&D muscle and innovate around indoor connectivity. - [Research note: 6G on operators’ terms — evolution by design, differentiation by necessity](https://rcrtech.com/analyst-angle/6g-on-operators-terms/): The mobile industry's technical roadmap to 6G is becoming clearer. 3GPP's Release 21 schedule calls for the first normative 6G specifications to reach a functional freeze in December 2028, with initial commercial systems generally anticipated around the turn of the decade. But a standardization deadline is not an investment thesis. Operators still have to determine what 6G will do that 5G-Advanced cannot, how much of their existing infrastructure they can retain and, critically, who will pay for the difference. - [BlackRock says DC moratorium would trigger a recession](https://rcrtech.com/ai-infrastructure/blackrock-says-dc-moratorium-would-trigger-a-recession/): BlackRock CEO Larry Fink says a U.S. moratorium on data center construction would trigger a recession. He argues that the capex and buildout of AI infrastructure are propping up the U.S. economy, with Wall St. projecting more than $1 trillion in spend next year, and possibly $5 trillion by 2030. - [Mexi-can’t – AT&T picks home fight (with Starlink)](https://rcrtech.com/rcrwirelessnews/mexi-cant-att-picks-home-fight-with-starlink/): AT&T is leaving Mexico with $2bn in cash and a simpler story to tell investors. The US firm has agreed to sell AT&T Mexico to Grupo Televisa and Fintech Holdings, ending a decade-long bid to build a scaled wireless business south of the border. - [Marvell: Connectivity becomes the next defining unlock for AI infra](https://rcrtech.com/ai-infrastructure-news/marvell-connectivity-ai-infra/): Marvell CEO Matthew Murphy said AI workloads are driving more data movement and making efficient connectivity a fundamental constraint on AI infrastructure - [Moving Compute at the Speed of Demand with Mike Maniscalco of QumulusAI](https://rcrtech.com/programs/lets-get-digital/lets-get-digital-qumulusai/): In this episode, Mike Maniscalco, CEO of QumulusAI, shares how his background as a computer scientist and software entrepreneur led him into AI infrastructure and ultimately to QumulusAI. Mike explains how the rapid advancement of AI, particularly reasoning models and agentic tools, made one thing increasingly clear: more capable AI requires more tokens, and more tokens require more compute infrastructure. That realization brought him back to the infrastructure layer powering the AI revolution. - [AI’s trillion-dollar infrastructure bet: Lessons from fiber, towers and cloud](https://rcrtech.com/ai-infrastructure-2/ai-infra-economics/): Artificial intelligence is driving one of the largest infrastructure investment booms in technology history. Enthusiasm is centered on demand: more users, more agents, more tokens, more GPUs, more data centers and more electricity consumption. But investors should recognize that demand growth alone does not guarantee attractive financial returns for infrastructure owners and investors. - [OCP Global Summit: SK hynix touts 3x-5x TTFT improvement](https://rcrtech.com/ai-infrastructure/ocp-global-summit-sk-hynix-touts-3x-5x-ttft-improvement/): In AI infrastructure, Time-to-First-Token (TTFT) is onen of the most critical metrics shaping how hardware is built, how software is optimized, and how businesses buy compute. - [Microsoft unveils Maia 300 and plans multi-gigawatt inference rollout](https://rcrtech.com/semiconductor-news/microsoft-maia-300-custom-inference-chip/): 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 to EVP Scott Guthrie, Maia should become "the primary inference system for Microsoft products and services." CEO Satya Nadella called it "our biggest bet yet on our own silicon." Reuters reports the company plans to deploy potentially more than one million units next year. - [The end of big telcos in Industry 4.0?](https://rcrtech.com/rcrwirelessnews/the-end-of-big-telcos-in-industry-4-0/): There was a lot in Vodafone’s investor day presentation yesterday (October 8), mostly about the minutiae of its jet-heeled integration with the old Three network in the UK. - [Paris data center pipeline tops 1GW as grid constraints persist](https://rcrtech.com/ai-infrastructure-news/paris-data-center/): Pipeline tops 1GW – Paris has 665MW of operational capacity, 278MW under construction and more than 1GW planned, taking combined capacity to 1.95GW. - [HBM4E is here, and it changes what AI accelerators can hold](https://rcrtech.com/semiconductor-news/hbm4e-and-what-will-it-bring-to-ai/): 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 a mass production date. Micron, the third major HBM supplier, expects its own HBM4E volume production in calendar 2027. - [Fiber race splits big three, as AT&T brings in investors](https://rcrtech.com/ai-infrastructure-news/fiber-race-splits-big-three/): AT&T is folding Gigapower and Lumen's fiber assets into a joint venture half owned by GIP and CPP Investments. The deal shows the different strategic paths AT&T, T-Mobile and Verizon are taking in the fiber race.  - [ROI Starts With Power, Permitting and Capital Commitments](https://rcrtech.com/ai-infrastructure/roi-starts-with-power-permitting-and-capital-commitments/): RCRTech publisher Jeff Mucci attended Structure Research’s infra/STRUCTURE 2026 Conference, featuring Greg Miller and Remington Yee of Citizens, Brent Mayo of DigitalBridge and Jeremy Wolfe of First Citizens Bank. - [A peak inside – at a very British AI telco strategy](https://rcrtech.com/rcrwirelessnews/a-peak-inside-at-a-very-british-ai-telco-strategy/): There was a lot in Vodafone’s investor day presentation yesterday (October 8), mostly about the minutiae of its jet-heeled integration with the old Three network in the UK. - [AI financing is turning fast-moving chips into collateral](https://rcrtech.com/semiconductor-news/ai-financing-chips-into-collateral/): None of these are closed deals. They're talks, at varying stages of maturity and involving different structures. But one name keeps appearing across all three. Apollo Global Management is reportedly among the firms in discussions on the Broadcom/OpenAI financing, reportedly leading the SpaceX effort, and reportedly in talks with Oracle alongside Goldman Sachs. - [Neoclouds: improving time-to-token for AI companies](https://rcrtech.com/ai-infrastructure/neoclouds-improving-time-to-token-for-ai-companies/): In AI, a "token" is a basic unit of data (like a piece of a word) that an AI model processes or generates. AI infrastructure generates revenue only when it is actively generating tokens for users. - [Don’t forget the infra build-out](https://rcrtech.com/rcrwirelessnews/dont-forget-the-infra-build-out/): Where does the network edge? Who will control the fringes? The FCC has given SpaceX the nod to deploy 15,000 new Starlink satellites, and also waived standard SCS leasing requirements, so it can use its AWS-3 and AWS-H spectrum from EchoStar for SCS without having to go via a terrestrial operator. - [Research note: AI-RAN meets operator reality — efficiency today, autonomy tomorrow, monetization TBD](https://rcrtech.com/analyst-angle/ai-ran-meets-operator-reality/): That was a recurring theme in conversations with executives from Orange, Optus, Rakuten Mobile, SK Telecom, Verizon, Turkcell and Deutsche Telekom. They described different approaches to AI-RAN, but demonstrated substantial alignment around the need for tangible operational and economic outcomes. - [AI Infrastructure ROI: Why Time to Revenue Is Reshaping Data Center Investment](https://rcrtech.com/ai-infrastructure-2/ai-infrastructure-roi-why-time-to-revenue-is-reshaping-data-center-investment/): AI infrastructure developers have plenty of prospective customers. The harder question is how much capital they must commit, and for how long, before those customers begin paying for capacity. - [AI Infrastructure Bubble or Compute Shortage? Why GPU Economics and Inference Demand Matter](https://rcrtech.com/ai-infrastructure-2/ai-infrastructure-bubble-or-compute-shortage/): The AI infrastructure financing cycle has an uncomfortable resemblance to the telecom investment boom of the late 1990s. - [TSMC’s 2nm node arrives, with efficiency as the AI payoff](https://rcrtech.com/semiconductor-news/tsmcs-2nm-node-ai-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 the gate controls current through the channel, replacing the FinFET architecture that carried the industry through 3nm. - [EU DC ratings could influence investment and valuations, JLL says](https://rcrtech.com/ai-infrastructure-news/eu-dc-ratings-jll/): Ratings become a KPI – JLL expects the standardized EU rating to increasingly serve as a screening tool for investors, lenders, and hyperscale occupiers. - [Why AT&T-BlackRock JV open-access model matters?](https://rcrtech.com/ai-infrastructure/why-att-blackrock-jv-open-access-model-matters/): Yesterday, AT&T announced it would take a 50% stake in a venture combining Gigapower with Forged Fiber 37, which holds AT&T's Lumen's fiber assets. The goal is to bring two distinct infrastructure entities under one open-access company. - [Starlink math, AI-RAN hype, Wi-Fi gaps](https://rcrtech.com/rcrwirelessnews/starlink-math-ai-ran-hype-wi-fi-gaps/): The most interesting telecoms news today probably comes from Orange, Telstra, and Nvidia – which have, respectively, secured a second cyber-secure SecNumCloud rating for sovereign cloud, opened up an east-west fiber route for trans-Australia data traffic, and issued a worthwhile blog about telcos taking open source models. - [AI Data Center Capacity Could Approach 100 GW in the U.S. by 2031 — but Power Is Deciding What Gets Built](https://rcrtech.com/ai-infrastructure-2/ai-data-center-capacity-could-approach-100-gw-in-the-u-s-by-2031/): That distinction is consistent with other RCRTech reporting. In February, RCRTech examined the increasingly difficult search for what JLL calls “digital dirt” — land that can actually support power-intensive data center development. More recently, RCRTech reported that power availability is actively reshaping where AI infrastructure and the networks connecting it are being deployed. - [AI Infrastructure Economics: Neoclouds Race to Cut Time to Token](https://rcrtech.com/ai-infrastructure-2/ai-infrastructure-economics-neoclouds-race-to-cut-time-to-token/): The AI infrastructure race is no longer only about getting GPUs. - [Nvidia-backed Reflection AI challenges Anthropic](https://rcrtech.com/ai-infrastructure/nvidia-backed-reflection-ai-challenges-anthropic/): A new open-weight contender has entered the ring, and though it's a start-up, it has the clout of two former Google DeepMind researchers, the backing of Nvidia, as well as a $2 billion funding round (including $100 million from 1789 Capital). Blackstone is making the deal more attractive for Wall Street lenders by anchoring part of the deal with an $18 billion Class B junior debt tranche - [NTN Integration Market Pulse Report](https://pages.rcrtech.com/ntn-integration-market-pulse-report-2026): As NTN moves from proof of concept to commercial reality, the industry faces critical questions around business models, spectrum, device readiness, network architecture, interoperability, testing, and service assurance. From direct-to-device services and IoT opportunities to AI-driven network orchestration and future 6G architectures, the forum will examine the technologies, partnerships, and policies required to deliver seamless communication across terrestrial and satellite networks. - [Industry 4.0 consolidates AI stack – but where’s the network?](https://rcrtech.com/rcrwirelessnews/industry-4-0-consolidates-ai-stack-but-wheres-the-network/): Firstly, can I commend Vish’s piece about the implications of the Hugging Face attack? It has been covered everywhere, of course, and has opened up the debate about AI safety, and the AI apocalypse. - [SIMCom Webinar: Scaling your next deployment – from plastic to provisioning](https://onomondo.com/video/launching-your-next-product-line/?utm_campaign=campaign_%7C_simcom_atec_webinar_0626&utm_content=381972524&utm_medium=social&utm_source=linkedin&hss_channel=lcp-231846): ATEC did it by pairing the SIMCom A7682 module with SoftSIM integration from Onomondo, eliminating physical SIM logistics entirely while deploying across emerging markets with limited LTE coverage. - [Nvidia Report: The State of AI in Telecommunications: 2026 Trends](https://pages.rcrtech.com/the-state-of-ai-in-telecommunications-2026-trends): We surveyed over 1,000 telecom professionals worldwide for NVIDIA’s State of AI in Telecommunications: 2026 Trends report. AI has become the core growth engine of telecom operations, networks, and services. - [Market Pulse Report: Telco AI in 2026 – Trends, Challenges and Opportunities](https://pages.rcrtech.com/telco-ai-market-pulse-report-2026): Telco AI is no longer just a proof-of-concept. AI is no longer an overlay on the network. It is being embedded in the network itself, from telco-grade models running inside basebands and radios to agents working the incident chain. At the same time, the network’s customers are changing. AI-generated traffic, physical AI and, eventually, hundreds of billions of agents will bring demands that today’s networks were never designed around, including heavier uplink, deterministic latency and compute on tap. - [Webinar: Building 6G — aligning technology, policy and purpose](https://pages.rcrtech.com/building-6g-webinar): The move toward 6G marks a shift from faster networks to intelligent, purpose-driven infrastructure. This report explores how emerging capabilities like AI-native architectures, sub-THz spectrum, integrated sensing, and multilayer security are shaping early 6G design. Just as critical are the policy forces steering this evolution: spectrum governance, global harmonization, sustainability requirements, and digital inclusion goals. - [Mimosa Webinar – Build the Right Network](https://pages.rcrtech.com/webinar-build-the-right-network): Jim NevelleSVP and General ManagerMimosa Networks - [Report: Building 6G — Aligning technology, policy and purpose](https://pages.rcrtech.com/6g-report-2026): The move toward 6G marks a shift from faster networks to intelligent, purpose-driven infrastructure. This webinar will explore how emerging capabilities like AI-native architectures, sub-THz spectrum, integrated sensing, and multilayer security are shaping early 6G design. Just as critical are the policy forces steering this evolution: spectrum governance, global harmonization, sustainability requirements, and digital inclusion goals. - [Report: Rethinking the RAN](https://pages.rcrtech.com/report-rethinking-the-ran): The RAN is entering a new phase where the principles of openness, the flexibility of cloud-native architectures, and the power of AI converge. Open RAN has laid the foundation for disaggregation, Cloud RAN provides the architectural pathway to scalable automation, and AI-RAN represents the emerging ambition to embed intelligence throughout every layer of the network. Together, these forces are reshaping the strategic and technical landscape. - [Proof points for AI, not telcos](https://rcrtech.com/rcrwirelessnews/proof-points-for-ai-not-telcos/): Firstly, can I commend Vish’s piece about the implications of the Hugging Face attack? It has been covered everywhere, of course, and has opened up the debate about AI safety, and the AI apocalypse. - [Mimosa Webinar – Build the Right Network](https://pages.rcrtech.com/webinar-build-the-right-network): Jim NevelleSVP and General ManagerMimosa Networks - [Report: Building AI-Era Network Fabrics](https://content.rcrwireless.com/report-building-ai-era-network-fabrics): AI workloads are reshaping data centers and cloud networks, driving unprecedented demands on scale, performance, and resiliency. - [Quantum Safe Networks Market Pulse Report](https://pages.rcrtech.com/quantum-safe-networks-market-pulse-report-2026): In 2026, the quantum risk horizon moved — not because of a scientific breakthrough, but because of vendor behavior. Google pulled its post-quantum cryptography migration forward from the early 2030s to 2029; Microsoft followed with a similar acceleration; IBM's leadership signaled that early examples of quantum advantage could emerge within the year. Each was a bet, by organizations with the deepest visibility into the field, that waiting for certainty was no longer the safer position. - [NTN in Motion – Evolving Standards, Expanding Services](https://pages.rcrtech.com/report-ntn-in-motion): Non-terrestrial networks (NTN) are extending 5G and future 6G service domains beyond terrestrial limits. As its capabilities evolve, performance expectations are shifting toward carrier-grade reliability. - [AI and telco infrastructure convergence continues](https://rcrtech.com/ai-infrastructure/ai-and-telco-infrastructure-convergence-continues/): AT&T recently signed a multi-year agreement exceeding $3 billion with Corning to procure fiber and cable for its nationwide broadband buildout of 60 million locations by 2030 – a core pipeline linking end-users, edge nodes, and large-scale data centers. Blackstone is making the deal more attractive for Wall Street lenders by anchoring part of the deal with an $18 billion Class B junior debt tranche - [Alberta builds an AI infra proposition around power and scale](https://rcrtech.com/ai-infrastructure-news/alberta-ai-infra-power/): AI strategy takes shape – Alberta has adopted a dedicated strategy focused on power capacity, sustainable cooling and economic growth. - [London DC growth faces tighter power and planning constraints](https://rcrtech.com/ai-infrastructure-news/london-dc-growth-power/): Growth remains strong – London has 1.38GW of live data center capacity, with 278MW under construction and 1.5GW committed. - [Tokyo Gas opens a new route into Japan’s data-center power market](https://rcrtech.com/ai-infrastructure-news/tokyo-gas-data-center-power/): Japan adds momentum – Tokyo Gas is identifying data-center opportunities in Japan and expects demand for both on-grid and off-grid power. - [Broadcom, Blackstone $60B mega-syndicate will help Anthropic](https://rcrtech.com/ai-infrastructure/broadcom-blackstone-60b-mega-syndicate-will-help-anthropic/): Following disclosures from Anthropic's IPO filing, Broadcom's Wall Street syndicate is gathering $60 billion in financing to fund AI chips for Anthropic and other firms. Blackstone is making the deal more attractive for Wall Street lenders by anchoring part of the deal with an $18 billion Class B junior debt tranche - [Starlink, and the fight at the network edge](https://rcrtech.com/rcrwirelessnews/starlink-and-the-fight-at-the-network-edge/): There’s other stuff happening outside of our little terrestrial RAN world – which RCR has obsessed over for the last week. There is lots of news (and talk) about satellite comms, too. - [General Compute signs multi-year deal to deploy Cerebras wafer-scale inference](https://rcrtech.com/semiconductor-news/general-compute-cerebras-inference/): General Compute has announced a multi-year agreement to deploy Cerebras Systems' wafer-scale AI inference hardware at scale. The deal represents what General Compute calls its largest single hardware commitment to date, with customer capacity expected to open in Q1 2027. Neither company disclosed the number of systems, contract value, deployment sites, or total power capacity allocated to Cerebras. - [Corning, AT&T to expand fiber to meet exploding data demand](https://rcrtech.com/ai-infrastructure/corning-att-to-expand-fiber-to-meet-exploding-data-demand/): Below in "Top Stories," my colleague James Blackman looks at the AT&T and Corning $3 billion deal – a major commitment to expand high-speed fiber internet to 60 million U.S. locations by the end of 2030. - [Network ownership, security, autonomy](https://rcrtech.com/rcrwirelessnews/network-ownership-security-autonomy/): Some quick news for you, in some kind of order, just to keep us honest. Nokia has a new sovereign sat-com venture with compatriot space group ICEYE – which is about new connectivity frontiers (of course), but also (plainly) about ownership and control of the satellites, ground systems, and terminals. - [Conflating ‘artificial intelligence’ and ‘superintelligence’](https://rcrtech.com/ai-infrastructure/conflating-artificial-intelligence-and-superintelligence/): Will replacing one term with the other create confusion and a semantic barrier at a time when clarity is necessary? And can the industry "self police"? - [Alibaba sets 20GW AI infra target as full-stack strategy expands](https://rcrtech.com/ai-infrastructure-news/alibaba-sets-20gw-ai-infra/): Full-stack AI push –  Alibaba is expanding its strategy across models, proprietary chips, cloud infrastructure and agent platforms as it prepares for rising AI demand. - [Power availability reshapes North American DC expansion: JLL](https://rcrtech.com/ai-infrastructure-news/power-dc-expansion-jll/): Demand remains extreme – JLL expects vacancy to remain near 1% through 2028, while demand for data center capacity through 2027 remains exceptionally strong. - [Connectivity, on demand – IoT, 5G, fiber](https://rcrtech.com/rcrwirelessnews/connectivity-on-demand-iot-5g-fiber/): There’s an interesting IoT write-up, here – the kind of news profile RCR used to do much more of – about Danish IoT provider Onomondo, which has a €100m “war chest” and an agenda to turn IoT from a SIM product into a software-defined infrastructure layer. - [Who Will Build the AI Boom? Solving America’s Skilled Labor Crisis with Mike Greenawalt of the Greenawalt Foundation](https://rcrtech.com/programs/lets-get-digital/lets-get-digital-rosendin/): In this episode, Mike Greenawalt, former CEO of Rosendin and founder of the Greenawalt Foundation, shares how his journey from electrical apprentice to leading one of the nation’s largest electrical contractors shaped his mission to create debt-free career pathways into the skilled trades. Mike explains why apprenticeships gave him an opportunity traditional education could not, and why America must rethink how it identifies, develops, and invests in the talent needed to build the future of AI and digital infrastructure. - [Intelligent RAN Forum 2026](https://rcrtech.com/on-demand/intelligent-ran-forum-2026/): June 22, 2026 - [AI factories redraw the map for long-haul connectivity, says Zayo](https://rcrtech.com/ai-infrastructure-news/ai-factories-connectivity-zayo/): AI changes locations – AI factories and hyperscale data centers are increasingly being built where power and land are available. - [Data centers need proactive, intentional community engagement](https://rcrtech.com/ai-infrastructure-2/data-centers-need-proactive-intentional-community-engagement/): Community pushback has become one of the most disruptive operational and legal bottlenecks for data center delivery, with public opposition shifting the "critical path" of data center development to local zoning and municipal approval processes. Municipal ordinances, conditional use permits, noise restrictions, and localized building moratoria have triggered hundreds of bans and blocks across the United States. What can data center owners and developers do? - [Data center developers: initiate proactive, intentional community engagement](https://rcrtech.com/ai-infrastructure/data-center-developers-initiate-proactive-intentional-community-engagement/): Community opposition has become one of the most disruptive operational and legal bottlenecks for data center delivery with grassroots groups and local opposition successfully blocking or delaying more than $68 billion worth of data center projects in the second quarter of 2026 alone. - [Supercycle fever, blow-by blow](https://rcrtech.com/rcrwirelessnews/supercycle-fever-blow-by-blow/): There’s a blow-by-blow account, linked below, about this AI ‘supercycle’ fever in telecoms right now – which spins out of AT&T’s new $3bn deal with Corning to shore up future fiber supplies. - [AI forces data centers to rethink infrastructure economics](https://rcrtech.com/ai-infrastructure-news/ai-data-center-infrastructure/): AI is changing not only the scale of data center infrastructure but also when and how operators need to invest in it, according to Bruno Berti, SVP of global product management at NTT Global Data Centers. - [From Yotta 2026: idle GPUs equal massive unearned revenue](https://rcrtech.com/ai-infrastructure-2/physical-data-center-space-high-density-industrial-zoning-immediate-mw-capacity-and-fiber-connectivity-are-just-some-of-whats-being-discussed-at-yotta/): Many of the conversations at Yotta 2026 in Las Vegas so far have highlighted the extreme urgency behind the need for power, and the fact that idle GPUs represent massive unearned revenue. - [P5G update – numbers and cases](https://rcrtech.com/rcrwirelessnews/p5g-update-numbers-and-cases/): Private 5G is becoming less about 5G and more about replacing or augmenting fixed infrastructure for specific operational jobs. - [From Yotta 2026: idle GPUs = unearned revenue](https://rcrtech.com/ai-infrastructure/from-yotta-2026-idle-gpus-unearned-revenue/): Today at Yotta in Las Vegas, energized power capacity is the hot topic, with multi-year interconnection queues driving companies toward sites with high-voltage electricity already actively flowing or fully permitted to flow immediately. - [Wärtsilä’s DC pipeline keeps moving forward](https://rcrtech.com/ai-infrastructure-news/wartsila-dc-pipeline/): Demand remains strong – Wärtsilä says data center activity is holding up, with new orders continuing to enter its pipeline. - [Is your data center Agentic AI-ready?](https://rcrtech.com/ai-infrastructure/is-your-data-center-agentic-ai-ready-2/): Principal analyst Sean Kinney’s recent research note said that agentic AI is increasingly a “consumer of network capabilities,” with networks having to connect not only applications, but also infrastructure that must be discoverable by machines that will have to discover, provision, secure, and consume what is ostensibly “infrastructure.” - [More good AI-RAN shenanigans](https://rcrtech.com/rcrwirelessnews/more-good-ai-ran-shenanigans/): More AI-RAN shenanigans, following some of the 101 stuff from yesterday about AI for RAN and RAN for AI (or whatever it is called), and how it is all becoming more tangible. - [Research note: Qualcomm builds the plumbing for personal AI](https://rcrtech.com/analyst-angle/qualcomm-personal-ai/): The first day of Snapdragon Summit provided a framework for understanding the Qualcomm diversification strategy in the context of agentic AI. If agents rather than smartphones increasingly sit at the center of a user’s computing experience, Qualcomm’s presence across phones, PCs, cars, wearables and infrastructure starts to look less like the components of a common computing architecture. - [Marvell talks KV Cache offload and the ‘memory wall’ gap](https://rcrtech.com/ai-infrastructure/marvell-talks-kv-cache-offload-and-the-memory-wall-gap-2/): In today’s RCR AI TechTalk, Marvell Technology’s Ravi Mahatme talks about bridging the gap between ultra-fast GPU HBM and slow NVMe storage networks. - [Marvell talks KV Cache offload and the ‘memory wall’ gap](https://rcrtech.com/ai-infrastructure-news/marvell-talks-kv-cache-offload-and-the-memory-wall-gap/): Ravi Mahatme says there is a critical "memory wall" gap in modern AI clusters, which lack a large, low-latency shared memory tier between fast, local accelerator memory and slow persistent storage. As Marvell Technology's senior director of product management in the Photonic Fabric business, Mahatme's team is offering the industry’s first optically connected disaggregated shared memory appliance, which is designed to solve the “missing tier” of memory in large-scale AI computing: - [AI-RAN – “not front-of-house stuff”](https://rcrtech.com/rcrwirelessnews/ai-ran-not-front-of-house-stuff/): Just quickly because I’m dead-ed by this late Optus/Ericsson write-up; but there’s something cooking with AI-RAN, kind of obvious, on different fires: AI for networks versus networks for AI, or AI for RAN versus AI on RAN – quite plainly. - [NTN Integration Forum 2026](https://rcrtech.com/on-demand/ntn-integration-forum-2026/): June 22, 2026 - [Research note: Qualcomm diversification push converges on agentic AI](https://rcrtech.com/analyst-angle/qualcomm-converges-agentic-ai/): Qualcomm’s diversification strategy has historically been easy enough to describe. The move is to take technologies developed and scaled for smartphones (high-performance, low-power compute, AI acceleration, connectivity, sensing, camera, graphics, etc…) and apply them to adjacent markets. - [EU proposes DC rating scheme as AI drives capacity expansion](https://rcrtech.com/ai-infrastructure-news/eu-proposes-dc-rating-ai/): EU targets transparency – The proposed rating scheme will provide information on data centers’ energy and water use and their contribution to the electricity system. - [Snapdragon 8 Elite Gen 6 splits on-device AI into two tiers](https://rcrtech.com/semiconductor-news/snapdragon-8-elite-gen-6-on-device-ai/): Qualcomm has split its flagship smartphone chip in two. The company has announced the Snapdragon 8 Elite Gen 6 and a higher-spec Snapdragon 8 Elite Extreme Gen 6, the first time it has launched two top-tier flagship chips simultaneously. As you would expect in 2026, the main talking points around the chips relate to on-device AI. - [Research note: The AI diffusion gap — from building to using](https://rcrtech.com/analyst-angle/ai-diffusion-gap/): The telecoms industry is quite capable of deploying and operating technology infrastructure at enormous scale. The more persistent problem is turning new capabilities into products that enterprises can readily buy and use. In the context of the AI economy, operators have vital assets that could help bridge the shift from training AI models to the adoption of inference as a key part of consumer behavior and enterprise workflows.  - [AI takes center stage at United Nations NY headquarters](https://rcrtech.com/ai-infrastructure/ai-takes-center-stage-at-united-nations-ny-headquarters/): At the United Nations General Assembly in New York today, an "AI and Human Development" event centered on the foundational thesis put forth by UN Secretary-General António Guterres, "Technology must serve people, and not the other way around." ## Pages - [Wireless / Telecom](https://rcrtech.com/wireless-telecom/): Wireless / Telecom Get smarter about Wireless and Telecom in 5 minutes. RCR Tech delivers expert analysis on the networks, technologies, and policies shaping global telecommunications. Latest Telecom Newsletters Bookmark Starlink raises the stakes by James Blackman June 26, 2026 Bookmark Tokenomics – is not new telco economics by James Blackman June 25, 2026 Bookmark Telcos’ split AI personality by James Blackman June 24, 2026 Bookmark Utility porridge and hyperscaler honey by James Blackman June 23, 2026 Bookmark Everything connects – to sovereign infra by James Blackman June 22, 2026 Bookmark Sovereignty and tokenomics by James Blackman June 18, 2026 - [AI Infrastructure Newsletter](https://rcrtech.com/ai-infrastructure-newsletter/): RCR Tech — AI Infrastructure Get smarter about AI infrastructure in 5 minutes. The most important developments in data centers, cloud platforms, GPUs, networking, and large-scale AI systems delivered in one concise daily email for engineers, architects, and tech leaders.. Latest AI Infrastructure Newsletters Bookmark Nvidia’s new system does not solve AI’s water problem, but it helps by Susana Schwartz June 25, 2026 Bookmark Texans ask for AI regs, and Legislature is listening by Susana Schwartz June 24, 2026 Bookmark Trump signs quantum EOs in quest to be ‘QIST superpower’ by Susana Schwartz June 23, 2026 Bookmark FERC takes aim at regional grid operators by Susana Schwartz June 22, 2026 Bookmark Growing role of telecom in ‘sovereign AI’ by Susana Schwartz June 19, 2026 Bookmark On the way to 800 VDC with solid-state transformers by Susana Schwartz June 18, 2026 - [About RCRTech](https://rcrtech.com/about-rcrtech/): Susana Schwartz is the Technology Editor for RCRTech’s AI Infrastructure Newsletter, covering AI infrastructure, data center investments, the AI chip landscape, alternative accelerators, power requirements, racks, real estate and leasing, liquid cooling, AI infrastructure chips, and all things related to AI infrastructure. Prior to RCR Tech, Susana was Managing Editor with Billing World & OSS Today Magazine, Telephony Magazine, Connected Planet Online, Telecom Asia, and Pipeline, as well as a writer and researcher with TM Forum’s Insights (formerly known as Research and Publications). When she’s not writing, Susana enjoys riding horses, racquet sports, rollerblading, and trying to keep up with her very-busy teenage son. - [Newsletters](https://rcrtech.com/newsletters-sign-up/): Expert analysis on the networks, technologies, and policies shaping global telecommunications. - [AI Infrastructure & Telecom News — Daily Newsletter](https://rcrtech.com/): Coverage includes data center investment, GPU and semiconductor developments, cloud platforms, fiber connectivity, power availability, cooling, and the economics of AI computing. Articles examine both the technology and the business choices behind infrastructure growth. You can browse AI infrastructure and telecom industry insights for recent reporting or visit the AI infrastructure newsletter archive for a focused collection of briefings. Publication dates on articles help distinguish current developments from earlier analysis. - [Semiconductor](https://rcrtech.com/semiconductor/): Semiconductors: From Design to Advanced Packaging - [Test & Measurement](https://rcrtech.com/test-measurement/): Test & Measurement (T&M): Fundamentals, Conformance & Calibration - [What Is Telecom?](https://rcrtech.com/what-is-telecom/): Telecommunications (telecom) is the electronic transmission of information—voice, data, text, images, and video—across distance via wired, wireless, or hybrid networks. It’s the connective tissue of the digital economy, enabling everything from mobile broadband and cloud to AI and IoT. - [Industry Insights](https://rcrtech.com/industry-insights/): Marvell CEO Matthew Murphy said AI workloads are driving more data movement and making efficient connectivity a fundamental constraint on AI infrastructure In sum – what to know Connectivity becomes critical – Marvell CEO Matthew Murphy said AI workloads are driving more data movement and making efficient connectivity a fundamental constraint on AI infrastructure. Optics moves inward – Rising bandwidth … - [Events](https://rcrtech.com/rcrtech-events/): Days Hours Minutes Seconds - [Unsubscribe Email Bookmark Notifications](https://rcrtech.com/bookmark-subscription-management/unsubscribe-email-bookmark-notifications/) - [Bookmark Subscription Management](https://rcrtech.com/bookmark-subscription-management/): Posts Being Followed You have not follow any posts yet. Categories Being Followed You have not follow any terms yet. Authors Being Followed You have not follow any authors yet. - [What Is AI Infrastructure? A Guide to the Backbone of Modern AI Systems](https://rcrtech.com/what-is-ai-infrastructure-a-guide-to-the-backbone-of-modern-ai-systems/): Artificial Intelligence (AI) is transforming nearly every industry from healthcare and finance to manufacturing and media. But behind every AI model, chatbot, or computer vision algorithm lies a complex foundation known as AI infrastructure. This foundational layer makes it possible to train, deploy, and scale machine learning models at speed and scale. ## Archive Template ## Post Template ## Penci Block