As AI shifts from centralized clouds to distributed edge environments, the challenge is no longer just model training—it’s scaling inference efficiently. Test-time inference scaling is emerging as a critical enabler of real-time AI execution, allowing AI models to dynamically adjust compute resources at inference...
Why hyperscalers are investing hundreds of billions in AI infrastructure—and why this isn't a bubble
In the sweep of all things artificial intelligence (AI) and attendant AI infrastructure investments, the goal, generally speaking, is two-fold: incrementally leverage AI to deliver monetizable, near-term capabilities that deliver...
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...
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 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...
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...
The AI Act defines four levels of risk for AI systems: Unacceptable risk, high risk, limited risk and minimal risk
The European Union’s (EU) Artificial Intelligence Act (AI Act), first unveiled in 2023, set a common regulatory and legal framework for the development and application...
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,...
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...
Last week, reports began to circulate that SoftBank is considering investing as much as $25 billion into OpenAI
Artificial Intelligence (AI) news just keep coming from SoftBank Corp. Last week, reports began to circulate that the Japanese company is considering investing as much as $25...
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...
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...
Falcon Shores now an internal test chip; AI infrastructure system coming with Juaguar Shores
Intel has struggled to compete against AMD and NVIDIA in the AI infrastructure space. While the company could potentially see an uptick in business as emphasis on low-power edge AI inference...
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...
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...
Rakuten Mobile noted its new AI tool is specifically tailored to align with Japanese business culture, regulations and industry norms
Japanese carrier Rakuten Mobile announced the launch of "Rakuten AI for Business," a Generative AI (gen AI) solution designed to assist corporate clients in various...
The new AI Connect suite from Verizon comes as McKinsey estimates 60% to 70% of AI workloads will be for inference by 2030
It’s been a busy two weeks in the world of AI. OpenAI and partners announced a planned $500 billion investment in AI...
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....
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...
For more than nearly four decades, I have sat on panel discussions and given speeches at trade shows, corporate meetings, conferences and more. I have watched the ITEXPO #TechSuperShow grow, year after year for roughly a quarter century. So, I recently spoke with Rich...
In tandem with network cloud transformation, communications service providers (CSPs) are evaluating opportunities to integrate artificial intelligence (AI) into their networks. Their goal is to dramatically enhance operational efficiency and customer experience. AI can help CSPs by, among other things, automating processes, adopting autonomy...
Learning the good and bad about the coming AI growth wave
AI is coming on quickly and President Trump wants the United States to be the leader. He had a major announcement on building AI infrastructure. The new company is called “Stargate." Alongside Trump were...
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...
AI, Quantum and Satellite will transform smartphone, wireless industry
Think of how AI, Quantum and satellite will transform the wireless industry, for network providers, for smartphones and for apps.
That means networks like AT&T Mobility, T-Mobile and Verizon Wireless. That also means resellers like Xfinity Mobile,...
