Generated by Rank Math SEO, this is an llms.txt file designed to help LLMs better understand and index this website. # RCRTech: Explore AI infrastructure and its implications for the future of technology. Subscribe now to get all the latest about AI news, insights, and impact. ## Sitemaps [XML Sitemap](https://rcrtech.com/sitemap_index.xml): Includes all crawlable and indexable pages. ## Posts - [Beyond chips: powerful second-order opps](https://rcrtech.com/ai-infrastructure/beyond-chips-powerful-second-order-opps/): Financial analyst consensus for 2026 Capex across Amazon, Microsoft, Alphabet, and Meta comes in at around $750 billion - $890 billion. Consequently, the AI infrastructure bottlenecks go far beyond GPUs, with financial analysts pointing to a powerful second-order opportunity involving suppliers of servers, racks, cooling systems, power/grid equipment, and optical networking/photonics. - [Friday night fare – private 5G to go](https://rcrtech.com/rcrwirelessnews/friday-night-fare-private-5g-to-go/): Something about private 5G to close the week. We might, once, have written about these items separately; as it is, we have a Friday think-piece to pull them all together, and wrap-around other conversations. Firstly, Nokia has slipped to fourth in the private 5G rankings. - [FLAP-D data center markets on course for record expansion as AI reshapes EMEA growth, JLL says](https://rcrtech.com/ai-infrastructure-news/flap-d-data-center-jll/): Middle East pipeline delayed, not cancelled – Regional conflict has slowed deliveries, but JLL says projects are being deferred rather than abandoned, with capacity still expected to quadruple by 2030. - [Equinix as the ‘connective tissue’ of digital business](https://rcrtech.com/programs/ai-tech-talk/equinix-strives-to-be-the-connective-tissue-of-the-digital-economy/): When talking about how Equinix is changing around AI and the surge around capacity demand, Phil Read, Equinix's senior director of colocation strategy, compares AI's momentum to what happened in the cloud years ago, with enterprises working to find the right synergies around Capex savings and moving to an Opex model. But, he admits, the scale and speed in AI are  “mind-boggling” and making fundamentals all the more important in ensuring integrity in how Equinix customers operate. - [RCR AI TechTalk with Equinix](https://rcrtech.com/ai-infrastructure/rcr-ai-techtalk-with-equinix/): Equinix has long been recognized in the AI industry as a critical foundational infrastructure and interconnection provider, praised for its commitment to its business and enterprise customers, its vendor-neutral ecosystem, its commitment to sustainability, and its ever-expanding universe of partnerships with companies that lead in their respective fields. - [Nvidia launches Storage-Next to standardize GPU-driven storage for AI](https://rcrtech.com/semiconductor-news/nvidia-storage-next-announcement/): Nvidia has formally launched its Storage-Next initiative at the Future of Memory and Storage event, an effort to establish open, interoperable standards for GPU-driven storage in large-scale AI systems. The launch put a name and a membership figure on work that had been simmering since GTC 2025, when Nvidia first outlined plans to reorganize storage around GPU-initiated I/O. - [Telco AI infra providers in APAC](https://rcrtech.com/rcrwirelessnews/telco-ai-infra-providers-in-apac/): Let’s park the Starlink stuff. Juan Pedro has a number of pieces about APAC telcos in the AI infrastructure market; plus there’s a press release from Nokia tagged below about its work on the same with Indosat Ooredoo and Nvidia in Indonesia. - [Sovereign AI success depends on moving beyond GPUs to production deployment, Core42 says](https://rcrtech.com/ai-infrastructure-news/sovereign-ai-gpus-core42/): Production, not infrastructure alone – Core42 says the biggest hurdle for enterprise AI is deploying secure, governed AI systems rather than simply accessing GPU capacity. - [Marvell’s new portfolio tackles AI’s memory bottleneck instead of adding more compute](https://rcrtech.com/semiconductor-news/marvells-ai-memory-bottleneck/): Marvell Technology has unveiled a new AI memory and storage infrastructure portfolio at the "Future of Memory and Storage" (FMS) event. The portfolio spans CXL-based memory expansion, PCIe 6.0 SSD controllers, and an optical shared memory fabric — all aimed at hyperscalers and cloud providers running large language models and the newer wave of agentic AI applications. - [More ‘hands-on’ AI regulation of advanced closed-source models, but not of open-source](https://rcrtech.com/ai-infrastructure/more-hands-on-ai-regulation-of-advanced-closed-source-models-but-not-of-open-source/): The Trump administration is walking a tightrope between promoting U.S. AI leadership while at the same time ensuring cybersecurity protections against growing risks. - [Starlink – a weak hand and a big mouth?](https://rcrtech.com/rcrwirelessnews/starlink-a-weak-hand-and-a-big-mouth/): Musk’s modus operandi is total disruption, and creaming off the top of it. In between stirring up hate on social media and intervening in politics, including by backing far-right political movements in foreign countries, he is also, lest we forget, a business man with a rare vision: to push the physics and reorder the planet, even if it costs the world. - [CoreWeave expands into Indonesia with 360MW AIDC plan](https://rcrtech.com/ai-infrastructure-news/coreweave-indonesia-aidc/): Indonesia expansion – CoreWeave plans three AI data centers totaling 360MW, marking its first infrastructure deployment in the Asia-Pacific region. - [Olix thinks it can beat Nvidia by ditching HBM and copper](https://rcrtech.com/semiconductor-news/olix-nvidia-by-ditching-hbm-and-copper/): New AI chip companies seem to have been popping up a fair bit, but few get as much financial attention as Olix. The London-based AI chip startup has raised a $312 million Series B, the largest semiconductor venture raise in Europe to date. The round values the company at $3.3 billion — up from roughly $1 billion just six months ago at its Series A in February. - [Can U.S. AI leadership, open-source AI and national security coexist?](https://rcrtech.com/ai-infrastructure/can-u-s-ai-leadership-open-source-ai-and-national-security-coexist/): Today, President Trump meets with Meta, Anthropic, OpenAI and Google to discuss “voluntary government safety testing” of AI labs’ advanced models for cybersecurity and hacking capability assessments. Embedded in those discussions will be lobbying efforts for and against regulating and restricting open-source models. - [About ISAC – in battlefields, sportsfields](https://rcrtech.com/rcrwirelessnews/about-isac-in-battlefields-sportsfields/): News in brief: HCLTech has bought HPE’s telco solutions business; Dell'Oro projects triple-digit Wi-Fi 7 revenue growth in 2026, and rising DDR4 memory costs to accelerate Wi-Fi 8 introductions; the LoRa Alliance has introduced new LoRaWAN specs and guidance to simplify IoT device provisioning and extend coverage; Ookla says EE is still the top 5G network in the UK; and Vodafone has a report that says almost 90% of UK festival goers reckon reliable 5G is essential. - [<span data-text=" " class="penci-sponsored-label"></span>Quantum Safe Networks Forum 2026](https://rcrtech.com/on-demand/quantum-safe-networks-forum-2026/): May 28, 2026 - [What is immersion cooling? Understanding the technology powering next-gen AIDCs](https://rcrtech.com/ai-infrastructure-news/what-is-immersion-cooling/): Direct cooling – Immersion cooling removes heat by submerging IT hardware in a dielectric liquid, reducing reliance on conventional air-cooling systems. - [Why DeepSeek’s $7.4B funding matters in custom-ASICs race](https://rcrtech.com/ai-infrastructure/why-deepseeks-7-4b-funding-matters-in-custom-asics-race/): Earlier today, I read with interest TechInsights “The Great Chinese AI Decoupling: The AI Tigers,” which talks of emerging hardware-pipeline archetypes forming under the weight of U.S. export controls and allies’ global sanctions and trade restrictions. - [TSMC is building a quasi-EMIB packaging tech to challenge Intel](https://rcrtech.com/semiconductor-news/tsmc-quasi-emib-packaging-tech/): TSMC is reportedly building its own answer to Intel's EMIB. According to a recent report from The Information, the foundry is developing a packaging technology internally described as "quasi-EMIB" — a silicon-bridge approach designed to simplify manufacturing compared with CoWoS, cutting cycle times and packaging costs in the process. For a company that has spent years positioning CoWoS as the gold standard for AI accelerator packaging, borrowing a page from Intel's playbook is a notable shift. - [Networks, spectrum and a hill of beans](https://rcrtech.com/rcrwirelessnews/networks-spectrum-and-a-hill-of-beans/): What you need to know today, in terms of headlines, and more… Liberty Global has completed its acquisition of Vodafone's 50% shareholding in VodafoneZiggo for €1bn in cash, plus a 10% equity interest in the newly-formed Ziggo Group, which will hold Liberty Global's interests in VodafoneZiggo in the Netherlands and in Telenet in Belgium and Luxembourg. - [AI infra fuels cloud market to record 43% growth in Q2, Synergy says](https://rcrtech.com/ai-infrastructure-news/ai-infra-cloud-synergy/): AI momentum – Enterprise spending on cloud infrastructure services reached $143.4 billion in Q2, growing 43% year on year, the market's fastest expansion in eight years. - [Telcos in AI and ISAC arms race](https://rcrtech.com/rcrwirelessnews/telcos-in-ai-and-isac-arms-race/): So, happy Friday. Three things from today about this AI infrastructure opportunity. One: it is very real for telcos, suddenly, but it also represents (another) long roll of the dice, loaded in favour of the AI top-feeders. - [From capacity to coordination](https://rcrtech.com/ai-infrastructure/from-capacity-to-coordination/): Yesterday we led with the quarter-trillion dollars piling into AI infrastructure. Today, the money is moving downstream — from raw compute to the tools, networks, and models that determine whether any of it actually works. - [Money races ahead of readiness](https://rcrtech.com/ai-infrastructure/money-races-ahead-of-readiness/): The money moving through AI infrastructure right now is unlike anything the industry has seen. Nvidia is making a "substantial investment" — reported by Bloomberg as $5 billion — into Ilya Sutskever's Safe Superintelligence, a lab with no products, no revenue, and a valuation implied at $32 billion, in exchange for deep visibility into its research and lock-in on the Vera Rubin platform. - [Vodafone resets, AT&T reloads](https://rcrtech.com/rcrwirelessnews/vodafone-resets-att-reloads/): A bit of a hodge-podge today, I’m afraid. But here’s a brief round-up of what’s happening – in terms of top-line news (worth reviewing) and bottom-line reporting (worth digesting). - [Beyond the Network — Ep. 6: All things AI-RAN and earnings](https://rcrtech.com/programs/beyond-the-network/beyond-the-network-ep-6/): In this latest episode of Beyond the Network, Sean and Will get into the details of Nokia's July 15, AI-RAN announcement, and what it means as operators lean into AI. Also featured are earnings from AT&T, Ericsson, Nokia, T-Mobile US and Verizon. - [Nvidia is putting $5 billion into Ilya Sutskever’s SSI](https://rcrtech.com/semiconductor-news/nvidia-5-billion-ssi/): Nvidia is taking a roughly $5 billion equity stake in Safe Superintelligence (SSI), a research lab founded by former OpenAI chief scientist Ilya Sutskever. The two companies announced the deal as a "long-term strategic partnership" — a multi-year commitment built around both capital and compute, not a one-off funding round. Nvidia had already invested in SSI, but the new round represents a pretty major escalation of that investment.  - [Beyond the Hype: Ilissa Miller on Responsible Growth, Data Centers and AI](https://rcrtech.com/programs/lets-get-digital/lets-get-digital-imiller-public-relations/): In this episode, Ilissa Miller, Founder and CEO of iMiller Public Relations, shares how nearly three decades in digital infrastructure have given her a unique perspective on the evolution of data centers, connectivity, and the growing challenges surrounding AI-driven infrastructure development. Drawing on her experience as a communications strategist, industry advisor, and Chair of OIX’s Digital Infrastructure Framework Committee, Ilissa explains why the future of digital infrastructure depends as much on trust, transparency, and community engagement as it does on technology. - [Orange leads Euro telco revival](https://rcrtech.com/rcrwirelessnews/orange-leads-euro-telco-revival/): Maybe it is just about how much they share in their quarterly statements, but, on the face of it, Orange is the standout performer (so far) among the tier-one European telcos that have reported their financial figures to June 30. - [Inference takes the wheel](https://rcrtech.com/ai-infrastructure/inference-takes-the-wheel/): The AI infrastructure conversation this week has been around the fact that compute needs are starting to center on inference, rather than training. - [Synopsys brings agentic AI workflows to chip design and verification](https://rcrtech.com/semiconductor-news/synopsys-agentic-ai-chip-design/): Synopsys is bringing two new autonomous "agentic AI" workflows to chip design and verification, timed to coincide with the company's presence at the 2026 Design Automation Conference (DAC) "Chips to Systems" event. The workflows are being delivered as the first EDA applications on Microsoft's Discovery platform, with AMD serving as a key early evaluation partner. - [D2D in 3D – Amazon appeals to telcos](https://rcrtech.com/rcrwirelessnews/d2d-in-3d-amazon-appeals-to-telcos/): Sure, Amazon's announcement that it will launch 5,105 satellites into low-Earth orbit to create a D2D constellation from 2028 is another salvo in the battle with Starlink, AST SpaceMobile, and others. - [Telcos finally get their AI seat](https://rcrtech.com/ai-infrastructure/telcos-finally-get-their-ai-seat/): For the past couple of years, the telco industry has arguably watched from the sidelines while hyperscalers and chipmakers absorbed the AI infrastructure spend. Now the operators are moving. - [Samsung and Broadcom sign a $200 billion AI chip pact](https://rcrtech.com/semiconductor-news/samsung-broadcom-s200-billion-ai-chip/): Samsung Electronics and Broadcom have signed a five-year strategic memorandum of understanding that the two companies expect to exceed $200 billion in aggregate cooperation through 2030. The pact was signed at an AI Summit in San Francisco by Samsung Foundry President Han Jin-man and Broadcom CEO Hock Tan, with senior government officials from both South Korea and the United States in attendance — a signal that this is as much a diplomatic milestone as a commercial one. - [NTN in motion: From D2D services to 3-D networks](https://rcrtech.com/rcrtech-trends/ntn-in-motion-d2d-3d-networks/): As mobile network operators increasingly partner with the satellite industry to augment terrestrial network connectivity with non-terrestrial network (NTN) systems, the big question isn’t whether orbital connectivity can connect to mobile devices. NTN-based coverage expansion has been demonstrated at scale. The more consequential question is now around industrialization: who can manufacture, launch and operate enough capacity, at sufficiently low cost, to turn technically viable services into a durable mass-market business.  - [Research note: Verizon push to ‘cognitive automation’ starts with context](https://rcrtech.com/analyst-angle/verizon-cognitive-automation/): Verizon is publicly targeting Level 4 automation in critical parts of its core network, and said its closed-loop automation platforms executed more than 70 million autonomous configuration changes in 2025. But CTO Yago Tenorio drew a useful distinction between automation at scale and autonomy. The former is about doing known things faster. The latter requires a system that can reason through situations it was not explicitly programmed to handle, identify root causes and decide what to do next.  - [Scale-beyond — the next shift in AI infrastructure](https://rcrtech.com/analyst-angle/scale-beyond-ai-infrastructure/): The AI infrastructure buildout has so far centered on massive, centralized data centers optimized for training. But as the market shifts toward inference and toward latency-sensitive use cases such as physical AI, the defining challenge is becoming less about concentrating compute and more about coordinating it across a distributed, heterogeneous environment. - [Tracking the evolution of NTN from D2D to 3-D networks](https://rcrtech.com/analyst-angle/evolution-ntn-d2d-3d-networks/): Non-terrestrial networks (NTN) technologies are moving from the margins of the communications market into the strategic planning cycle for mobile operators, satellite providers, device makers and policymakers. The immediate catalyst is direct-to-device (D2D) connectivity, which has demonstrated that ordinary mobile phones can communicate through satellites and that NTN can be incorporated into mainstream operator propositions. But D2D is best understood as the entry point to convergence with terrestrial networks (TNs) in the 6G era. - [NTN standards chart the path toward 6G](https://rcrtech.com/analyst-angle/ntn-standards-6g/): Direct-to-device (D2D) services served by non-terrestrial network (NTN) connectivity is often discussed as though it were a single technology. In practice, the label covers both services that connect existing phones through largely unmodified cellular stacks and newer 3GPP-defined non-terrestrial network capabilities designed specifically for satellite links. - [D2D satellite services face a reality check on consumer expectations](https://rcrtech.com/analyst-angle/d2d-satellite-services/): Direct-to-device (D2D) satellite connectivity has moved beyond the conceptual stage, but the industry risks undermining its commercial potential by allowing future performance targets to define consumer expectations today. That was the central message from Opensignal Principal Analyst for the Americas Fiona Armstrong-Mills; she described the emerging D2D market as being at an inflection point between standardization and real subscriber experience. - [Understanding the NTN opportunity as D2D goes mainstream](https://rcrtech.com/analyst-angle/ntn-opportunity-d2d/): As mobile network operators increasingly partner with the satellite industry to augment terrestrial network connectivity with non-terrestrial network (NTN) systems, the big question isn’t whether orbital connectivity can connect to mobile devices. NTN-based coverage expansion has been demonstrated at scale. The more consequential question is now around industrialization: who can manufacture, launch and operate enough capacity, at sufficiently low cost, to turn technically viable services into a durable mass-market business.  - [South Korea’s big AI infrastructure push](https://rcrtech.com/ai-infrastructure/south-koreas-big-ai-infrastructure-push/): The past few days were defined by South Korea's emergence as the undisputed workshop of global AI infrastructure. The K-AI Summit in San Francisco produced not one but three massive deals: SK Group and NVIDIA signed a $500-billion-plus partnership spanning a 2GW AI factory and long-term HBM4 supply; Samsung and SK Group unveiled a combined $950 billion in U.S. chip supply agreements; and NAVER, NVIDIA, and Brookfield tripled their planned Korean AI factory from 55MW to 200MW in a $10 billion deal. - [A new telco growth profile?](https://rcrtech.com/rcrwirelessnews/a-new-telco-growth-profile/): Q2 2026 feels like the breakthrough quarter for US telcos, maybe. We need to take another look at their European counterparts, and consider also different contexts. - [NTN outlook – from D2D coverage expansion to 3-D networks](https://rcrtech.com/analyst-angle/ntn-outlook/): Connectivity provided by non-terrestrial network (NTN) systems is moving from the margins of the communications market into the mobile mainstream. The technical question—whether a satellite can deliver broadband or connect an ordinary handset—has largely been answered. The next phase is about industrial scale: which providers can manufacture, launch and operate enough capacity, at sufficiently low cost, to deliver a reliable and commercially sustainable service. - [AMD lands a 2-gigawatt Anthropic deal and a Cerebras inference pact](https://rcrtech.com/semiconductor-news/amd-anthropic-cerebras-deals/): AMD is, yet again, making some big deals. At its "Advancing AI 2026" event in San Francisco, the company announced two major partnerships. The headliner is a multibillion-dollar chip and equity alliance with Anthropic, the maker of the Claude models, which Reuters and The Wall Street Journal describe as involving "tens of billions of dollars" worth of AI server hardware. Alongside it, AMD announced a strategic technical partnership with Cerebras Systems focused on carving up AI inference workloads across fundamentally different chip architectures. - [AI’s next challenge: securing public support](https://rcrtech.com/ai-infrastructure/ais-next-challenge-securing-public-support/): As artificial intelligence reshapes the global economy, the challenge for governments is expanding beyond accelerating investment to maintaining public support for the infrastructure that powers it. As data centers multiply to support AI development, policymakers are increasingly being forced to balance economic competitiveness with growing concerns over electricity costs, resource consumption, and community impact. - [Quantum computing strengthens long-term demand for DC infra, JLL says](https://rcrtech.com/ai-infrastructure-news/quantum-dc-jll/): Quantum facilities – JLL has identified more than 240 quantum facilities across 35 countries, spanning nine facility types supporting research, fabrication, and deployment. - [The AI penny-drop for telcos](https://rcrtech.com/rcrwirelessnews/the-ai-penny-drop-for-telcos/): Very quickly, because it’s Friday, and I am going camping in the New Forest with a boy and a dog. This blog by Andy Markus, chief data and AI officer at AT&T, has some good numbers in it: AT&T is processing 45 billion inference tokens every day, for the record, and also training its own AT&T-specific models on more than one trillion tokens – including 400 billion tokens to post-train its latest open-source OTel 2.0 model. - [Google doubles down on AI infrastructure](https://rcrtech.com/ai-infrastructure/google-doubles-down-on-ai-infrastructure/): As the artificial intelligence race enters a more capital-intensive phase, competitive advantage is increasingly being defined by access to compute capacity rather than model development alone. - [All the telco pieces in the AI jigsaw](https://rcrtech.com/rcrwirelessnews/all-the-telco-pieces-in-the-ai-jigsaw/): Four times every-tier-one-telco-in-the-world – that is the rate of annual financial reporting RCR is required to do to properly capture every angle in this weird telco story. Without many staff, it might be added. - [Wärtsilä expands DC footprint as strong demand drives record orders](https://rcrtech.com/ai-infrastructure-news/wartsila-dc-demand/): DC demand remains strong – Wärtsilä said the speed of data center build-outs is creating unprecedented demand for off-grid facilities requiring reliable on-site power, with a dynamic pipeline of opportunities continuing to develop. - [Google’s Frozen v2 chip could make Gemini dramatically cheaper to run](https://rcrtech.com/semiconductor-news/google-frozen-v2-chip/): According to a new report from The Information, Google is working on a new AI chip, internally codenamed "Frozen v2," and if reports are accurate, it could have a dramatic impact on the cost of AI inference. The idea is to "freeze" parts of the Gemini model permanently into the hardware itself — baking chunks of the model's architecture directly into silicon rather than loading everything flexibly at runtime. It's an inference chip, not a training accelerator, meaning its entire job would be serving Gemini-generated responses to users and enterprise customers as cheaply and quickly as possible. - [Europe’s AI challenger gains momentum](https://rcrtech.com/ai-infrastructure/europes-ai-challenger-gains-momentum/): As the global artificial intelligence market matures, success is increasingly being determined not only by model performance but by the ability to combine capital, compute infrastructure, and enterprise distribution at scale. - [What AT&T and Lumen tell us about AI](https://rcrtech.com/rcrwirelessnews/what-att-and-lumen-tell-us-about-ai/): So I’m making something out of thin air, here, but given AT&T’s good second-quarter showing – where the US firm is using fiber to sell 5G and 5G to sell fiber, and to raise margins, free-up cashflow, and back itself to invest in its own rising stock; and where it is engaged in a mega five-year fiber build-project, to expand its footprint by about 50%; and where its chief, John Stankey, has just declared fiber as the king-tech for connectivity – then it is probably worth discussing what comes next, after the groundwork is laid. - [Telco agents and outcomes](https://rcrtech.com/rcrwirelessnews/telco-agents-and-outcomes/): Lots in here about AI telco agents – including a carpe-diem piece from Google Cloud urging telcos to grasp the nettle, and a (half) write-up of a good talk with Gabriele Di Piazza at Blue Planet about how they are. - [Power becomes the new AI battleground](https://rcrtech.com/ai-infrastructure/power-becomes-the-new-ai-battleground/): As artificial intelligence infrastructure expands at unprecedented scale, access to electricity is emerging as one of the industry's most critical strategic challenges. - [Malaysia can triple data center capacity by 2030, S&P says](https://rcrtech.com/ai-infrastructure-news/malaysia-data-center/): Sustainable growth – S&P expects Malaysia to nearly triple data center capacity by 2030 as the country shifts from rapid expansion toward a more regulated, resource-conscious growth model. - [Etched AI in talks to quadruple valuation to $20 billion in dual funding rounds](https://rcrtech.com/semiconductor-news/etched-20-billion-valuation/): AI chip startup Etched is in talks for two new funding rounds that could push its valuation to roughly $20 billion — about four times the $5 billion mark it hit just months ago. Neither round has closed, and terms remain fluid, but the numbers alone make this one of the more striking examples yet of how fast capital is moving through the AI infrastructure market. - [Intel Foundry’s 18A yields reportedly surge as Nvidia, AMD, Apple sign on](https://rcrtech.com/semiconductor-news/intel-foundry-18a-yields/): For years, the story around Intel Foundry was a question of whether the company could fix its yields fast enough to matter. That question now appears to have an answer. Intel's 18A process node and its advanced packaging technologies have reportedly hit a turning point in both yield and capacity, and the numbers coming out of analyst channels reflect a business that has moved from "acceptable" to "strong" in the space of a few quarters. - [Quantum enters the data center blueprint](https://rcrtech.com/ai-infrastructure/quantum-enters-the-data-center-blueprint/): As artificial intelligence infrastructure expands at unprecedented scale, attention is beginning to shift beyond compute, networking, and power toward a new question: how should future data centers be designed to accommodate emerging quantum technologies? - [AI sovereignty for Industry 4.0](https://rcrtech.com/rcrwirelessnews/ai-sovereignty-for-industry-4-0/): Here’s a round-up of news and other bits today, starting with some non-telco news about AI frontier models in Europe – but very much a part of the sovereignty discussion and new economic workloads that telcos are engaged in. - [Data centers in space move closer to reality, JLL says](https://rcrtech.com/ai-infrastructure-news/data-centers-space-jll/): According to a recent research note from JLL, a combination of rising AI demand, power constraints, permitting challenges, and geopolitical considerations is prompting the industry to evaluate whether some computing workloads could eventually be deployed beyond Earth’s atmosphere. - [AI infrastructure becomes national strategy](https://rcrtech.com/ai-infrastructure/ai-infrastructure-becomes-national-strategy/): As countries compete to secure leadership in artificial intelligence, investment is shifting beyond commercial data centers toward nationally coordinated AI infrastructure designed to strengthen industrial competitiveness, technological sovereignty, and long-term economic growth. - [Verizon hopes for AI horizon](https://rcrtech.com/rcrwirelessnews/verizon-hopes-for-ai-horizon/): There is a story in here about right-sizing core networks for military comms, and Ericsson’s strategy versus Nokia in private 5G (again), linked to the Swedish firm’s success as a UK military provider. - [IDCA report warns AI will reshape global data center energy demand](https://rcrtech.com/ai-infrastructure-news/idca-ai-dc-demand/): AI demand – IDCA says AI workloads are rapidly increasing electricity consumption, making power availability and efficiency central to future data center expansion. - [AI infrastructure enters the political arena ](https://rcrtech.com/ai-infrastructure/ai-infrastructure-enters-the-political-arena/): As governments race to attract AI investment, the debate over data center expansion is evolving from a technical discussion about power and permitting into a broader political contest over economic competitiveness, energy policy, and public infrastructure. - [Satellite versus terrestrial](https://rcrtech.com/rcrwirelessnews/satellite-versus-terrestrial/): Maybe it needs restating: satellite direct-to-device (D2D) services will not replace terrestrial wireless infrastructure. This won’t stop all the rocket fuel on the D2D fire, of course. - [Sify steps up AI data center expansion in India](https://rcrtech.com/uncategorized/sify-ai-data-center-india/): Capacity expansion – Sify plans to deliver 100 MW of additional data center capacity this fiscal year while increasing capital expenditure to support customer deployments. - [From Site Truth to Revenue: How Decision Ready Digital Twins Are Changing Wireless Telecom with David Pash](https://rcrtech.com/programs/lets-get-digital/lets-get-digital-sitesee/): In this episode, David Pash, CEO of SiteSee, shares how his unconventional journey from engineering, construction, and commercial leadership led him into telecommunications with a mission to transform how wireless infrastructure is planned, managed, and monetized. As an investor turned CEO, David explains how SiteSee evolved from an early digital twin innovator into a telecom-focused software company helping tower owners and mobile network operators make faster, more confident infrastructure decisions through AI-powered digital twins. - [AI infra enters the era of irreversible decisions](https://rcrtech.com/ai-infrastructure/ai-infra-enters-the-era-of-irreversible-decisions/): The AI infrastructure industry is entering a fundamentally different phase—one where the biggest challenges are no longer simply securing land, power, or capital, but making infrastructure decisions that will shape operations for decades. - [What telcos want – and why they wait](https://rcrtech.com/rcrwirelessnews/what-telcos-want-and-why-they-wait/): What a brilliant and complicated little market. There is a clear sense – for RCR, anyway – from (finally) reading the latest (long) list of private 5G triumphs, as periodically catalogued by SNS Telecom & Research, that this is the best version of telecoms out there. - [Tower Semiconductor bets $3 billion on the optical plumbing of AI](https://rcrtech.com/semiconductor-news/tower-semiconductor-3-billion-ai/): Tower Semiconductor is making a big bet on the pipes of AI. The Israeli foundry, which specializes in high-value analog chips, has announced a roughly $3 billion plan to expand its 300mm manufacturing capacity in Japan, with the money aimed squarely at AI-related optical chips — the silicon photonics and high-speed components that move data between compute nodes in hyperscale data centers. - [NTT breaks ground on Thailand AI data center campus](https://rcrtech.com/ai-infrastructure-news/ntt-thailand-data-center/): Campus construction begins – NTT Global Data Centers has broken ground on its Bangkok 4 campus in Chonburi, with power expected in the second quarter of 2027 under a previously announced 100MW supply agreement. - [AI infrastructure faces its first statewide pause](https://rcrtech.com/ai-infrastructure/ai-infrastructure-faces-its-first-statewide-pause/): As AI data center construction accelerates across the U.S., the debate is shifting beyond how to build more capacity to whether existing regulatory frameworks are equipped to manage its impact on power systems, water resources, and local communities. - [Ericsson holds the line ](https://rcrtech.com/rcrwirelessnews/ericsson-holds-the-line/): So, it's a little tough to cover the news, compile the newsletter, and prep and chair a bunch of sessions about quantum-safe networks. So we’re a little short today. - [Who pays for AI infrastructure?](https://rcrtech.com/ai-infrastructure/who-pays-for-ai-infrastructure/): As AI data center construction accelerates, the debate is expanding beyond power availability to a more fundamental question: who should pay for the electricity infrastructure that makes AI possible? - [Consolidation, orchestration, automation](https://rcrtech.com/rcrwirelessnews/consolidation-orchestration-automation/): Quickly: this is your last chance to join Quantum Safe Networks Forum – which is live online tomorrow (July 14) from 6am PT / 9am ET / 2pm BST / 3pm CEST etc – to discuss PQC and QKD in telco networks, plus hybrid versions of both. - [atNorth says community support now key to AIDC expansion](https://rcrtech.com/ai-infrastructure-news/atnorth-aidc-expansion/): Community acceptance matters – atNorth said addressing negative public sentiment has become one of the biggest challenges facing AI data center expansion, alongside technical and regulatory hurdles. - [Chip prices are climbing again as TSMC and Samsung raise wafer costs](https://rcrtech.com/semiconductor-news/chip-prices-tsmc-samsung/): If you were hoping chip prices had finally stabilized, 2026 has other plans. TSMC and Samsung Foundry — the only two companies capable of manufacturing the world's most advanced chips at scale — are both raising prices on their leading-edge nodes. TSMC is applying broad increases of 3–10% across its advanced portfolio, while Samsung is taking a more surgical approach, imposing hikes of roughly 10–15% on its 5 nm and 4 nm-class wafers. - [AI boom strains grid supply chain](https://rcrtech.com/ai-infrastructure/ai-boom-strains-grid-supply-chain/): The AI data center buildout is no longer just driving demand for power—it is beginning to reshape the electrical equipment supply chain itself. - [Telco reset, RAN reboot, P5G reality check](https://rcrtech.com/rcrwirelessnews/telco-reset-ran-reboot-p5g-reality-check/): Stuff from today, as I melt in the heat. UK-based Vodafone is at the heart of the action again as the telco market consolidates – to paraphrase one analyst, on news that Emirati telco e& has agreed to sell its 16% stake in Vodafone to French telco tycoon Xavier Niel for $5.9bn. - [Power—not cooling—remains AI infra’s biggest bottleneck, says Dell’Oro](https://rcrtech.com/ai-infrastructure-news/power-cooling-ai-infra/): Power bottleneck – Dell'Oro says transformers, medium-voltage switchgear, and on-site generation—not liquid cooling—remain the biggest constraints slowing AI data center deployments. - [Every hyperscaler is now designing its own AI chips](https://rcrtech.com/semiconductor-news/hyperscaler-ai-chips-compared/): Every major hyperscaler and AI lab is now designing its own silicon. Google, Amazon, Microsoft, Meta, and now OpenAI have all committed to custom application-specific accelerators (ASICs) built around a narrow set of AI workloads, trading the flexibility of a general-purpose GPU for better cost, power, and scale on the jobs that actually dominate their datacenters. - [AI buildout fuels DCPI growth](https://rcrtech.com/ai-infrastructure/ai-buildout-fuels-dcpi-growth/): AI infrastructure keeps fueling another quarter of rapid growth across the data center supply chain. - [The plumbing is the product](https://rcrtech.com/rcrwirelessnews/the-plumbing-is-the-product/): A quick overview of news from today – echoing the hub-and-spoke discussion on Tuesday. There are new numbers about the minutiae of data center construction, which, separate of all the headline builds (covered everywhere), show the ripple effect on supplier industries: there is a bonanza in the busways market (to grow at 15% CAGR from $3.7bn in 2026 to $8.6bn by 2032), for example; the sale of ‘physical infrastructure’ for data centers, the general nuts-and-bolts of them, grew 28% to $12 billion in the first quarter, says Dell’Oro (as reported here Tuesday). - [Floating DC technology takes shape with new partnership](https://rcrtech.com/ai-infrastructure-news/floating-dc-technology-partnership/): Floating data centers – HD KSOE and Schneider Electric will jointly develop infrastructure technologies for offshore floating data centers. - [Former Apple and Amazon engineer launches AI chip startup Tranxform](https://rcrtech.com/semiconductor-news/tranxform-ai-chip-startup-taiwan/): The fundamentals of the bet are sound enough. As AI spreads from the cloud to everyday devices, efficient on-device computing does look like the next battleground, and Tranxform's founding team has the résumés to compete there. But the gap between a promising RTL design and shipping silicon in hospitals and AI PCs is where most chip startups stumble. The next year — first silicon, fresh funding, and early customers — will tell us whether Tranxform is one of the exceptions. - [AI data center boom reshapes construction industry](https://rcrtech.com/ai-infrastructure/ai-data-center-boom-reshapes-construction-industry/): The rapid expansion of AI infrastructure is increasingly reshaping the global construction market. According to Turner & Townsend's latest Global Construction Market Intelligence report, data centers remain the world's strongest source of construction demand, with AI projects driving unprecedented pressure on contractor capacity, specialized labor, and supply chains. - [Mobility matters for physical AI](https://rcrtech.com/rcrwirelessnews/mobility-matters-for-physical-ai/): I was interested in this news release today about Ericsson’s work with AT&T and MediaTek to field-test something called Layer 1/Layer 2 Triggered Mobility (LTM) for critical IoT, ‘extended reality’ (groan; meaning VR and AR, plus combinations of both), and sundry ‘AI-driven’ (double-groan; anything that might be fairly attached to an analytics tool, which might be usefully marketed as AI) apps. - [AI reshapes network scaling, AWS says](https://rcrtech.com/ai-infrastructure-news/ai-reshapes-network-scaling-aws/): Traffic patterns – AI workloads generate synchronized, latency-sensitive traffic that AWS treats separately from traditional cloud workloads, requiring dedicated network fabrics and independent capacity planning. - [Oxmiq is betting on licensable GPU designs, not chips](https://rcrtech.com/semiconductor-news/oxmiq-licensable-gpu-designs/): Oxmiq Labs, the AI semiconductor startup founded by former Intel chief architect Raja Koduri, has raised $35 million in a Series A round co-led by Fundomo and Samsung Catalyst Fund. The round brings the company's total capital to $60 million, including $20 million in earlier seed funding. Other backers include MediaTek, Pegatron Venture Capital, Darwin Ventures, and Morgan Creek Digital, while Intel Capital is participating as a strategic intellectual property partner rather than a traditional venture investor — a notable arrangement given Koduri's history at the company. - [AI hub and spoke, cloud to edge](https://rcrtech.com/rcrwirelessnews/ai-hub-and-spoke-cloud-to-edge/): Some news from today: Lumen Technologies has completed its purchase of networking platform Alkira for about $475 million, as agreed back in May. - [Korean operators ramp up AI infrastructure investment](https://rcrtech.com/ai-infrastructure/korean-operators-ramp-up-ai-infrastructure-investment/): South Korea's telecom sector is rapidly evolving into an AI infrastructure industry. KT this week announced plans to invest KRW 5 trillion ($3.7 billion) to build 1GW of AI data center capacity as part of a strategy to transform itself into an AI platform company. - [NTT models three AI data center futures](https://rcrtech.com/ai-infrastructure-news/ntt-ai-data-center/): Three growth paths – NTT Global Data Centers models annual global data center IT capacity growth of 23%, 30% or about 15% through 2030, depending on AI demand and infrastructure constraints. - [Anthropic is reportedly in talks with Samsung to build a custom AI chip](https://rcrtech.com/semiconductor-news/anthropic-samsung-custom-chip-talks/): Anthropic is in exploratory talks with Samsung Electronics about manufacturing a custom AI processor, according to reporting from The Information. The project is still nascent — no detailed chip design has been finalized, no tape-out has occurred, and Anthropic is reportedly consulting with multiple chip design firms, suggesting it may outsource at least part of the architecture and implementation rather than doing everything in-house. The company also recently hired Clive Chan, described as an early member of the OpenAI custom chip team behind the "Jalapeño" accelerator co-developed with Broadcom, a hire that signals Anthropic is building serious silicon expertise even if a first chip remains years away. - [NTT: AI data center growth faces power and supply chain bottlenecks](https://rcrtech.com/ai-infrastructure/ntt-ai-data-center-growth-faces-power-and-supply-chain-bottlenecks/): NTT Global Data Centers argues that the next challenge for AI infrastructure is no longer demand but execution. - [Q-Day is nigh – join the telco wake-up call](https://rcrtech.com/rcrwirelessnews/q-day-is-nigh-join-the-telco-wake-up-call/): A timely event reminder that the Quantum Safe Networks Forum is next week (July 14) – and you should be there. Because Q-Day, when quantum computers can crack today's standard encryption, is around the corner, some time after 2028. - [SK Telecom outlines 15GW AI data center strategy](https://rcrtech.com/ai-infrastructure-news/sk-telecom-ai-data-center/): 15GW AI infrastructure target – SK Telecom plans to develop up to 15GW of AI data center capacity, with the first 5GW scheduled to come online in phases beginning in 2029. - [Samsung restarts 1.4nm chip development, eyes 2029 mass production](https://rcrtech.com/semiconductor-news/samsung-restarts-1-4nm-2029-production/): Samsung Foundry has officially resumed commercialization and R&D work on its 1.4nm (SF1.4) process node, with mass production now formally targeted for 2029. That's a notable restart after a period in which the node looked like it might be scaled back, mothballed, or scrapped altogether. The move confirms Samsung hasn't given up on the leading edge, even if it's arriving a few years later than it once promised. - [Google: AI efficiency gains collide with surging infra demand](https://rcrtech.com/ai-infrastructure/google-ai-efficiency-gains-collide-with-surging-infra-demand/): Google says the AI era is changing how hyperscale infrastructure is designed and operated, making efficiency as critical as adding new computing capacity. In its 2026 Environmental Report, the company argues that AI growth will depend not only on building more data centers, but also on reducing the energy and infrastructure overhead required to run increasingly power-hungry workloads. ## 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/): RCR Tech delivers expert analysis on the networks, technologies, and policies shaping global telecommunications. - [AI Infrastructure & Telecom News — Daily Newsletter](https://rcrtech.com/): Alibaba’s semiconductor subsidiary T-Head introduced the Zhenwu M890 AI processor, which the company said delivers three times the performance of its previous-generation chip In sum – what to know: New AI model – Alibaba launched the Qwen3.7-Max model for agentic AI workloads, including coding, reasoning and long-duration autonomous task execution … - [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/): Tito Costa, chief revenue officer at Tecto, told RCRTech that the company’s model combines high-capacity environments for large processing volumes with a distributed infrastructure, closer to users and regional demands In sum – what to know: Enterprise shift – Brazilian companies are driving demand for AI-ready infrastructure beyond hyperscalers. Hybrid architecture – AI Grid and AI Factory combine distributed and … - [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. 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