Speaking during a recent RCR webinar, AFL’s Noah Taylor said that as hyperscalers expand AI deployments, the networks linking data centers are becoming increasingly important alongside the facilities themselves In …
Speaking during a recent RCR webinar, AFL’s Noah Taylor said that as hyperscalers expand AI deployments, the networks linking data centers are becoming increasingly important alongside the facilities themselves In …
Christophe Fouquet’s criticism of the EU’s evolving Chips Act is less an attack on industrial policy than a challenge to where sovereignty can realistically be exercised in a global AI …
Corning says fiber demand “is not slowing down anytime soon”, noting that the company has prepared for continued growth and has additional agreements in its pipeline In sum – what …
European telcos are rebuilding scale in their fixed networks through acquisitions, joint ventures, and wholesale models to reduce fiber overlap, improve economics, and prep the AI-edge. In sum – what …
Spending patterns in the optical market are increasingly shaped by hyperscalers rather than traditional telecom operators – says Ciena, Nokia, and Dell’Oro on an RCR webinar. In sum – what …
The UK government’s £1.1bn AI hardware plan anchors a new national compute strategy, including a £750m supercomputer in Edinburgh and targeted support for UK chip startups, alongside major private commitments …
Hyperscalers are focused on monetizing their AI compute investments, which continues to direct a larger share of spending towards network infrastructure, observes Ciena chief Gary Smith. In sum – what …
Orange Business is advancing its enterprise strategy through sovereign and secure data management and services. A new French hospital deployment shows the model in use – but everything from the …
A reciprocal infrastructure deal between Telstra and Google, a new India-Singapore route from FLAG, and a record-breaking fiber transmission test from Japan’s NICT all point to the same thing – …
Synergy said five neocloud companies are now among the world’s top 30 cloud providers by infrastructure services revenue In sum – what to know: Growth moderating – Synergy expects cloud …
Softbank’s €75bn plan to build 5GW of AI data center capacity in France is being hailed in Paris as a breakthrough for European digital sovereignty. But the scale of foreign …
The company’s AI Data Center GPU Cloud is intended for customers facing restrictions on transferring data overseas and those seeking infrastructure optimized specifically for the Japanese market In sum – …
Europe is reshaping its digital economy around sovereignty, from satellite spectrum (new post-2027 auction rules for the 2GHz MSS band) and sovereign cloud (Google Cloud picks Telefónica to serve-up hybrid …
Germany’s sovereign cloud push is advancing with Deutsche Telekom and SAP winning a BMDS AI platform tender built on the “Deutschland-Stack”, while Thales expands its Google Cloud-powered sovereign model in …
SpaceX’s IPO filing reads like a techno-futurist manifesto – but then that’s its business: a vertically integrated empire of rockets, satellites, and AI infrastructure to scale intelligence globally – and …
KDDI said that a central component of the strategy is the “digital belt” initiative, which includes the expansion of low-latency transport and access networks, AIDC infrastructure, satellite ground stations, and …
Telcos will never achieve full network autonomy or business change by layering AI agents onto monolithic legacy systems, says TM Forum in the second half of its discussion with RCR. …
Vodafone and other major European operators are advancing a federated telco edge-cloud designed to support sovereign AI and IoT workloads, positioning it as a home-grown alternative to hyperscaler platforms. The …
Vikram Sinha, chief executive officer of Indosat Ooredoo Hutchison told RCR Wireless News that neocloud services contributed around $35 million in revenue during 2025 In sum – what to know: …
KT has outlined plans to deepen the company’s AX – or AI transformation – strategy through new AI platforms, enterprise services, and hyper-personalized customer offerings In sum – what to …
U.S. House passes the Ratepayer Protection Act
According to Cushman & Wakefield, South Korea is forecast to generate approximately $4.1 billion in annual colocation rental revenue by 2030 In sum – what to know $13.6B...
Oracle delivered 850 megawatts of AI capacity containing more than 300,000 GPUs to customers during its fiscal first quarter In sum – what to know: 850 MW delivered...
Google, MN8 Energy and Eos are pairing solar, lithium-ion and zinc-based long-duration storage at a West Virginia site to power its data centers, offering a cleaner alternative to...
Rob Shore, head of optical networks solution marketing at Nokia Network Infrastructure, told RCRTech that power is the main physical constraint facing new AI data center development In...
Nebius said that demand for AI compute remains significantly greater than the physical infrastructure available to serve it, with customers already seeking capacity into 2028 In sum –...
NC regulators approved 645 diesel generators for Amazon’s Hamlet data center campus, as grid connection delays push operators towards bridge power, fuelling community pushback over noise, pollution and...
Thai officials have stressed that the country is not closing its market to data center development, but instead wants clearer and more consistent standards In sum – what...
US independent power producer Headwater Energy announced that it has closed a deal to supply solar power to US social media giant Meta Platforms Inc (NASDAQ:META) from a...
South Korea’s Data Centre Market to Require US$13.6 Billion in Investment by 2030 as AI Infrastructure Demand Accelerates
During its latest earnings call, Dell said it expects $19 billion in AI server revenue during Q3, while its full-year guidance calls for AI server revenue of $74...
The facility, which is planned to support Google’s data centres in the area, will combine solar and advanced energy storage.