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  • China’s reported AIDC plan could put telcos at center of AI ecosystem

    by Juan Pedro Tomás June 17, 2026
    by Juan Pedro Tomás June 17, 2026

    China’s AI infrastructure plan appears to be part of a broader national infrastructure strategy announced by the Chinese leadership in April this year, says Omdia In sum – what to …

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  • ASML’s warning for Europe – sovereignty has to move up the AI stack

    by James Blackman June 11, 2026
    by James Blackman June 11, 2026

    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 …

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  • Marvell expands AI interconnect portfolio with $540m XConn deal

    by James Blackman January 7, 2026
    by James Blackman January 7, 2026

    Marvell is acquiring XConn to strengthen its PCIe, CXL, and UALink switching capabilities, combining electrical and optical interconnect expertise to become a vendor-neutral platform provider for large-scale AI data centers. …

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  • SoftBank’s AI bet deepens post-Nvidia divestment

    by Juan Pedro Tomás November 12, 2025
    by Juan Pedro Tomás November 12, 2025

    SoftBank’s CFO Yoshimitsu Goto said the sale of Nvidia shares provided liquidity to fund the company’s growing commitment to OpenAI In sum – what to know: Record-breaking profit – SoftBank’s …

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  • Huawei outlines roadmap for Ascend AI chips

    by Juan Pedro Tomás September 22, 2025
    by Juan Pedro Tomás September 22, 2025

    Huawei has said the new chips will strengthen the foundation of AI computing power, both in China and around the world In sum – what to know: Huawei lays out …

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  • Tencent Cloud expands support for Chinese AI chips

    by Juan Pedro Tomás September 17, 2025
    by Juan Pedro Tomás September 17, 2025

    Tencent Cloud president Qiu Yuepeng said the company had “fully adapted to mainstream domestic chips” within its AI computing infrastructure In sum – what to know: Tencent backs domestic AI …

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  • US mulls conditional chip approvals for Korean firms

    by Juan Pedro Tomás September 11, 2025
    by Juan Pedro Tomás September 11, 2025

    The U.S. Department of Commerce has allegedly proposed issuing annual permits for the two South Korean memory chip giants In sum – what to know: Conditional approvals under review – …

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  • Nvidia strikes $1.5B deal to lease back GPUs from Lambda

    by Juan Pedro Tomás September 8, 2025
    by Juan Pedro Tomás September 8, 2025

    The move highlights the ongoing shortage of advanced AI chips, forcing even Nvidia to rent back its own hardware to secure access for cloud operations In sum – what to …

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  • US restricts TSMC chip supply shipments to China

    by Juan Pedro Tomás September 4, 2025
    by Juan Pedro Tomás September 4, 2025

    TSMC said the firm is evaluating the situation and taking appropriate measures, including communicating with the U.S. government In sum – what to know: TSMC loses U.S. shipment license – …

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  • AIDC chip market to hit $286 billion by 2030: Omdia

    by Juan Pedro Tomás August 29, 2025
    by Juan Pedro Tomás August 29, 2025

    Omdia anticipates AI infrastructure spending will peak as a share of total data center investment in 2026, before gradually easing through the end of the decade In sum – what …

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  • Nvidia sees chances of bringing Blackwell AI chips to China

    by Juan Pedro Tomás August 29, 2025
    by Juan Pedro Tomás August 29, 2025

    The CEO of Nvidia, Jensen Huang, said the Chinese AI market could expand by 50% annually In sum – what to know: Blackwell sales to China possible – Jensen Huang …

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  • China aims to triple AI chip output: Report

    by Juan Pedro Tomás August 28, 2025
    by Juan Pedro Tomás August 28, 2025

    With these efforts, China aims to keep pace with the United States in advance computing capabilities In sum – what to know: Chip output push – China aims to triple …

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  • China aims to deploy 115,000 Nvidia AI GPUs: Report

    by Juan Pedro Tomás July 14, 2025
    by Juan Pedro Tomás July 14, 2025

    Chinese companies hope to deploy about 115,000 Nvidia H100 and H200 GPUs—chips which have been restricted from sale to China by the U.S. government since 2022 over security concerns In …

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  • TCS, Nvidia build AI tools for telcos

    by Juan Pedro Tomás June 16, 2025
    by Juan Pedro Tomás June 16, 2025

    TCS is integrating Nvidia AI Enterprise software to design and integrate telecom models into agentic AI workflows In sum – what to know: TCS-Nvidia team up on telco AI – …

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  • Qualcomm opens new AI R&D center in Vietnam

    by Juan Pedro Tomás June 11, 2025
    by Juan Pedro Tomás June 11, 2025

    The new Qualcomm facility, staffed by scientists and AI experts in both Hanoi and Ho Chí Minh City, is part of company’s global AI research division In sum – what …

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  • Qualcomm to acquire Alphawave Semi for $2.4B, supercharging its data center pursuits

    by Kelly Hill June 10, 2025
    by Kelly Hill June 10, 2025

    Alphawave acquisition is “complementary” to Qualcomm’s CPUs and NPUs, CEO says Qualcomm is taking aim at the data center chip space, seeking to bolster its assets with the acquisition of …

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  • Vodafone, MediaTek achieve 5G uplink speeds of 277 Mbps

    by Juan Pedro Tomás May 22, 2025
    by Juan Pedro Tomás May 22, 2025

    Vodafone said that this recent test was conducted at the telco’s testing facility near Madrid using its 5G SA network In sum – what you need to know: 5G uplink …

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  • Qualcomm, Aramco Digital focus on edge AI for industrial IoT

    by Juan Pedro Tomás May 15, 2025
    by Juan Pedro Tomás May 15, 2025

    The agreement between Qualcomm and Aramco Digital was formalized during the Saudi-US Investment Forum in Riyadh In sum – what you need to know: Qualcomm and Aramco Digital join forces …

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  • Why are the Nordic countries ideal for AI infra?

    by Juan Pedro Tomás April 30, 2025
    by Juan Pedro Tomás April 30, 2025

    The Nordic region — which includes Sweden, Norway, Denmark and Finland — is becoming one of the most important areas in the world for building AI infra Thanks to clean …

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  • Korea unveils massive $23.2B semiconductor support plan

    by Juan Pedro Tomás April 15, 2025
    by Juan Pedro Tomás April 15, 2025

    The move by the Government of Korea follows reports that U.S. President Trump intends to soon unveil new tariff rates on imported semiconductors In brief – why this matters –South …

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  • Nvidia appoints Taiwanese trio to make AI infrastructure in US for first time

    by James Blackman April 15, 2025
    by James Blackman April 15, 2025

    In sum – what you need to know: US-made AI infrastructure – Nvidia has commissioned one million square feet of new production space at factories belonging to Taiwanese trio TSMC, …

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  • Five things to know about liquid cooling in AI data centers

    by Juan Pedro Tomás April 14, 2025
    by Juan Pedro Tomás April 14, 2025

    AI is changing the rules of data center design, and liquid cooling is emerging as a critical piece of the puzzle As artificial intelligence workloads grow more complex and power-hungry, …

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  • What is chiplet technology and what is its impact on AI processing?

    by Juan Pedro Tomás March 25, 2025
    by Juan Pedro Tomás March 25, 2025

      As artificial intelligence (AI) continues to evolve, the demand for faster and more efficient computing is growing at a fast pace. One of the key innovations helping to meet …

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  • NXP buys automotive software provider TTTech Auto for $625m

    by James Blackman January 10, 2025
    by James Blackman January 10, 2025

    Dutch chip firm NXP Semiconductors has signed a deal to buy Austria-based automotive software solution provider TTTech Auto for $625 million. TTTech Auto, with around 1,100 engineering staff, produces safety …

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  • US further limits China’s chip advancements

    by Juan Pedro Tomás December 5, 2024
    by Juan Pedro Tomás December 5, 2024

    BIS emphasized that these measures align with the Department of Commerce’s efforts to hinder the capacity of China to access to technologies essential for its military modernization The U.S. Department …

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Since 1982, RCR Wireless News has been providing wireless and mobile industry news, insights, and analysis to mobile and wireless industry professionals, decision makers, policy makers, analysts and investors.

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Edtior's Picks

Lockheed’s NetSense turns Verizon’s 5G network into a drone-tracking system
Criss-cross comms – Lumen bets on east-west AI, while the edge keeps north-south...
Fighting talk (and team spirit) – Celona preps private 5G/Wi-Fi for AI scramble...

Latest Articles

Lockheed’s NetSense turns Verizon’s 5G network into a drone-tracking system
Criss-cross comms – Lumen bets on east-west AI, while the edge keeps north-south in play
Fighting talk (and team spirit) – Celona preps private 5G/Wi-Fi for AI scramble in Industry 4.0
The Agentic Network — T-Mobile US on aligning AI initiatives with customer outcomes

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