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Micron on tearing down the edge AI memory wall

Industry discourse around test-time inference scaling converging with edge AI—where real people really experience AI—continues to ramp, and an important focus area is around memory and storage. To put it reductively, modern leading AI chips can process data faster than memory systems can deliver...

From Data Centers to DeepSeek: Navigating the Future of Digital Infrastructure with Hunter Newby

In the premiere episode of Let’s Get Digital with Carrie Charles, we dive deep into the future of digital infrastructure with industry icon Hunter Newby of Newby Ventures. As a pioneer in carrier-neutral Meet-Me-Rooms, data centers, and network interconnection, Hunter shares his insights on...

AI-rrgghhh! Four types of AI (fear and loathing in Silicon Valley etc)

If Jenson Huang says jump, the markets say ‘how high?’. Right? Such is the planet-shifting potential of artificial intelligence (AI), apparently – in capitalist minds today. At least until a Chinese upstart AI-outfit says, ‘wait; not that high’, and enough financial chaos is unleashed...

Qualcomm has a record quarter; sees edge AI as a ‘tailwind’

Qualcomm CEO discusses the "era of AI inference” and what it means for the company's diversification strategy Qualcomm this week reported Q1 2025 financials marked by the company’s QCT business, including handsets, automotive and IoT, bringing in record revenues of $10.084 billion, up 20% from...

Google touts AI infrastructure as ‘powerful foundation’ for growth

Google plans $75 billion capex in 2025 to support AI demand which is outpacing capacity As it continues to imbue core services with AI, Google parent Alphabet is planning to deploy $75 billion in capital in 2025. Reporting its fourth quarter and full-year 2024 financials...

Agentic AI, edge AI and the future of distributed intelligence

Dell Technologies talks the device-edge-datacenter-cloud AI continuum, the rise of agentic AI and the outlook for federated learning For years, AI discourse has been dominated by massive cloud-based models, trained on enormous datasets and running in centralized data centers. But as AI deployment scales, the...

AI 101: The evolution of AI and understanding AI workflows

NVIDIA on the importance of end-to-end solutions to solve enterprise AI adoption challenges Editor’s note: NVIDIA has a free online course called “AI for All: From Basics to Gen AI Practice”. The team at RCR Wireless News has enrolled and, as we complete the units,...

How the pace of AI is fueled by MOFNs (Reader Forum)

The need to build out high-performance networks faster to provide true global connectivity has given rise to Managed Optical Fiber Networks or MOFNs The demand for bandwidth across the planet is consistently increasing — and there is no sign of it stopping. The International Telecommunications...

AI 101: The transformational AI opportunity

NVIDIA highlights how AI can drive change in the automotive, financial services and healthcare industries Editor’s note: NVIDIA has a free online course called “AI for All: From Basics to Gen AI Practice”. The team at RCR Wireless News has enrolled and, as we complete...

Zuckerberg: ‘Glasses are the ideal form factor for an AI device’

The Meta CEO told investors that the Ray-Ban Meta AI glasses “are a real hit” First things first, AI infrastructure is a continuum that spans cloud, datacenter, edge and devices. Distributing workloads improves latency, bolsters privacy and, generally speaking, makes the economics of the whole...

DoJ sues to block HPE acquisition of Juniper Networks

HPE says the DoJ’s logic is “fundamentally flawed,” and plans to “vigorously defend the transaction in court”  In January 2024, HPE announced its intent to acquire AI-native networking specialist Juniper Networks with the goal of bolstering its product offerings to support growing AI infrastructure demand...

Bookmarks: DeepSeek (of course), but Jevons’ Paradox really

Editor’s note: I’m in the habit of bookmarking on LinkedIn and X (and in actual books) things I think are insightful and interesting. What I’m not in the habit of doing is ever revisiting those insightful, interesting bits of commentary and doing anything with...

AI infrastructure investment updates from Microsoft, Meta

Yesterday was a busy one with quarterly earnings calls from major AI infrastructure players Microsoft and Meta. And, as expected, the CEOs fielded questions about Chinese AI startup DeepSeek’s splashy market entry and the implications of its software optimizations that reduced LLM training costs...

Mary had a little lamb… and farmed it with IoT and AI

A new government-funded scheme in the UK is seeking to apply IoT sensing and AI sense-making to lamb farming. The UK Agri-Tech Centre, an independent organisation for agricultural innovation, is working with farm equipment manufacturer David Ritchie Agricultural (Ritchie) to prototype an automated IoT/AI...

As Databricks heads toward an IPO, Meta joins as a ‘strategic investor’ 

Fast growth and oversubscribed funding rounds reiterate value of Databricks’ approach to “data intelligence” underlying successful AI implementations Self-billed “data and AI company” Databricks on Jan. 22 announced the completion of a $10 billion series B funding round along with $5.25 billion in debt financing....

Telefónica Tech promises “quick and easy” gen AI for enterprises

Telefónica Tech has released a generative AI (gen AI) platform for enterprises to create their own virtual assistants. It integrates with backend enterprise systems and sundry hyperscale cloud services, and connects to the main large language models (LLMs), the company said. The idea is...

Dubious DeepSeek debut dings AI infrastructure drive

Shares in ASML, NVIDIA, Softbank and others take a hit following the launch of the R1 LLM which DeepSeek said it spent $6 million to train Chinese AI startup DeepSeek made quite a splash last week with the release of its open source R1 large...

Agentic AI—will 2025 be a breakout year?

So you want to turn you data and abstracted business logic into use cases that carry a clear ROI? And you want to do it autonomously? Well, good news because 2025 could be a breakout year for agentic AI.  What is agentic AI?  The name is...

The three AI scaling laws and what they mean for AI infrastructure

Model size, dataset size and compute all depend on the availability of necessary AI infrastructure In January 2020, a team of OpenAI researchers led by Jared Kaplan, who moved on to co-found Anthropic, published a paper titled “Scaling Laws for Neural Language Models.” The researchers...

Dell Technologies expands AI infrastructure deal with CoreWeave

CoreWeave receiving the latest in Dell liquid-cooled servers featuring NVIDIA’s GB200 Grace Blackwell Superchip As the AI infrastructure arms race continues, Dell Technologies has staked out a central role in the booming marketplace. At one end of the AI-enabled edge-to-cloud continuum, Dell is shipping AI-enabled...

Kagan: What we can learn from MWC25, NABShow, ITexpo, CES2025: Part 1

2025 is turning into a very important year in progression of the wireless and tech worlds. Thanks to new technologies like AI, quantum, IoT and more, this year looks to be full of new ideas, new thinking, new growth, new products and new services....

HPE wins $1 billion deal with X for AI infrastructure

HPE's liquid cooling technology for AI infrastructure may have helped it secure the 10-figure deal HPE Senior Director Rupin Mohan this week on LinkedIn confirmed reports that HPE has won a $1 billion deal to supply Elon Musk’s X, formerly Twitter, with AI servers. Neither...

Biden administration boosts AI data centers, bans connected vehicles from China and Russia

Biden orders federal lands to be considered for AI data centers and developing clean energy to fuel them In the waning days of his administration, President Joe Biden has put out a number of executive orders with tech implications. Specifically, he ordered this week that...

Ericsson intros gen AI for enterprise 5G management

Ericsson has added a generative AI capability to its NetCloud platform for enterprises to manage their wireless 5G wide-area network (WAN) connectivity. The firm has added a large language model (LLM) in the back-end based on its own library of technical documentation, and a...