New data from Synergy Research Group shows hyperscale companies accounted for 48% of worldwide data center capacity at the end of 2025 In sum – what to know: Hyperscale dominance …
GPUs
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Craig Tavares, president and COO at BUZZ HPC, told RCR Wireless News that Canada is one of HIVE’s growth market, where the company is developing sovereign AI infrastructure anchored by abundant …
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Rajesh Natarajan, chief technology officer at Gorilla Technology, told RCR Wireless News that the company will deploy infrastructure at Yotta’s NM1 facility in Navi Mumbai. In sum – what to …
- Semiconductor News
Hyperscalers are all making ASICs — so why are they still buying from Nvidia and AMD?
Will ASICs completely take over from the GPU workhorses? The world’s largest technology companies are doing something that looks, at first glance, like a bit of a contradiction. Amazon, Google, …
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How you plan for this constraint could determine the fate of your AI architecture In sum – what to know: Inflection point is close — The thermal wall hits when …
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Dell’Oro’s research director Alex Cordovil said that neoclouds help diversify GPU demand away from a handful of hyperscalers In sum – what to know: Rack densities accelerating toward 600 kW …
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With hyperscalers consuming large portions of grid capacity, neoclouds in regions such as the Nordics and Germany are increasingly securing new power allocations for AI-focused builds In sum – what …
- AI Infrastructure News
Bare metal cloud, edge computing, and carrier-neutral connectivity are the ‘next big thing,’ says Hivelocity CEO Jeremy Pease in an RCRTalks episode with executive editor Kelly Hill
In a discussion about inferencing it became clear that ‘getting AI out to end users’ at SMBs and enterprises requires rapid distribution of high-end CPUs or low-end GPUs at massive …
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As hyperscalers and sovereign cloud providers scale up massive AI clusters, the real point of differentiation is becoming how efficiently those GPUs can communicate, according to Dell’Oro In sum – …
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Neoclouds tend to be smaller and more regional compared to hyperscalers, with strong traction in sovereign data center projects Neocloud providers have emerged as one of the most closely watched …