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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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  • AI infra brief: From Alibaba Cloud, Microsoft, Meta and more

    by Juan Pedro Tomás April 11, 2025
    by Juan Pedro Tomás April 11, 2025

    In this regular update, RCR Wireless News highlights the top news and developments impacting the booming AI infrastructure sector. Alibaba Cloud unveils new AI models Alibaba Cloud, a unit of …

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  • AI infrastructure—mapping the next economic revolution

    by Sean Kinney, Principal Analyst April 11, 2025
    by Sean Kinney, Principal Analyst April 11, 2025

    Introduction—economic revolution requires global systems, not point solutions Editor’s note: This report is presented in partnership with Dell Technologies. Click here for more information. Research of artificial intelligence (AI) effectively …

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  • Five things to know about AI infrastructure data center liquid cooling

    by Juan Pedro Tomás April 10, 2025
    by Juan Pedro Tomás April 10, 2025

    Liquid cooling technology is certainly a strategic consideration for any data center company that wants to compete in the AI space As artificial intelligence (AI) continues to expand and becomes …

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  • AI infra brief: From Meta, InfiniLink, SoftBank and more

    by Juan Pedro Tomás April 7, 2025
    by Juan Pedro Tomás April 7, 2025

    In this regular update, RCR Wireless News highlights the top news and developments impacting the booming AI infrastructure sector. Meta plans nearly $1 billion data center project in Wisconsin Meta …

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  • Verizon on AI: ‘Who better to be the hub and highway – than the hub and highway?’

    by James Blackman April 3, 2025
    by James Blackman April 3, 2025

    Alert | For more about AI in telecoms from Verizon Business, don’t miss the RCR webinar on April 8 – with panellists also from ABI Research, Red Hat, Spirent Communications, …

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  • RCR news brief: Meta, Virgin Media O2, Sunrise and more

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

      Editor’s note: The telecommunications sector continues to evolve rapidly, driven by advancements in 5G, the emergence of 5G Advanced, the growing adoption of Open RAN and the integration of …

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  • Alibaba to invest $53 billion in AI and cloud infra

    by Juan Pedro Tomás February 28, 2025
    by Juan Pedro Tomás February 28, 2025

    Alibaba Group emphasized that the initiative reflects its strategic focus on AI-driven expansion Chinese holding Alibaba Group has announced plans to invest CNY380 billion ($52.4 billion) in cloud computing and …

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  • The AI infrastructure boom—fueling the next economic revolution?

    by Sean Kinney, Principal Analyst February 10, 2025
    by Sean Kinney, Principal Analyst February 10, 2025

    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 …

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  • Google touts AI infrastructure as ‘powerful foundation’ for growth

    by Sean Kinney, Principal Analyst February 5, 2025
    by Sean Kinney, Principal Analyst February 5, 2025

    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 …

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

    by Sean Kinney, Principal Analyst February 3, 2025
    by Sean Kinney, Principal Analyst February 3, 2025

    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. …

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  • AI infrastructure investment updates from Microsoft, Meta

    by Sean Kinney, Principal Analyst January 30, 2025
    by Sean Kinney, Principal Analyst January 30, 2025

    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 …

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

    by Sean Kinney, Principal Analyst January 28, 2025
    by Sean Kinney, Principal Analyst January 28, 2025

    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 …

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  • Dubious DeepSeek debut dings AI infrastructure drive

    by Sean Kinney, Principal Analyst January 27, 2025
    by Sean Kinney, Principal Analyst January 27, 2025

    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 …

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  • Three large language models (LLMs)—and how they’re being used for telco AI use cases

    by Sean Kinney, Principal Analyst August 13, 2024
    by Sean Kinney, Principal Analyst August 13, 2024

    Whether telco AI applications are delivered by leveraging hyperscaler clouds or run on-premises, many are support by the multi-billion parameter large language models (LLMs) provided by the likes of Anthropic, …

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  • The Sunday Brief: the lowest quartile (2Q earnings preview)

    by Jim Patterson July 15, 2024
    by Jim Patterson July 15, 2024

    July greetings from Cedar Rapids, Kansas City and Washington, DC.  Kudos to my brother-in-law, Andrew Ashcroft, for earning his promotion to Captain in the U.S. Navy.  It was an honor …

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  • Vodafone, Meta target video with network optimization collab

    by Catherine Sbeglia Nin July 9, 2024
    by Catherine Sbeglia Nin July 9, 2024

    Smartphone users are consuming and creating short-form videos at astonishingly high rates Vodafone Group and Meta Platforms are deepening their network traffic optimization partnership by addressing the capacity needs of …

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  • The ‘nightmare scenario’ – Big Tech, AI and the ‘end of the human race’

    by James Blackman June 17, 2024
    by James Blackman June 17, 2024

    As with every tech show at the moment, there was a deal of evangelical fervour at Digital Enterprise Show in Málaga last week about the potential of AI to super-charge …

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  • The human edge—where context and data create knowledge

    by Sean Kinney, Principal Analyst March 2, 2024
    by Sean Kinney, Principal Analyst March 2, 2024

    39,997 feet above the Gulf of St. Lawrence—Still on the way home from Mobile World Congress, still trying to figure out Mobile World Congress. One thing I learned is that …

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  • Telco AI Deep Dive: Dell makes the case for bringing LLM compute on prem

    by Sean Kinney, Principal Analyst November 14, 2023
    by Sean Kinney, Principal Analyst November 14, 2023

    Dell SVP of AI Strategy talks through LLM curation, optimization for telco AI use cases Earlier this year at Dell Tech World, company CEO, Chairman and Founder Michael Dell identified …

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  • The Linux Foundation launches open-source project with Terragraph, Evenstar software

    by Catherine Sbeglia Nin May 19, 2023
    by Catherine Sbeglia Nin May 19, 2023

    LF Connectivity will address connectivity challenges within high-bandwidth fixed and mobile connectivity, says the Linux Foundation The Linux Foundation launched LF Connectivity, an open-source project that includes Meta’s fixed wireless …

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  • Argentina allocates the 6 GHz band to boost Wi-Fi 6 adoption

    by Juan Pedro Tomás May 18, 2023
    by Juan Pedro Tomás May 18, 2023

    The government of Argentina said the decision to allocate the 6 Ghz for Wi-Fi 6 will enable this technology to be available for universities, large industrial factories and also for …

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  • Kagan: What’s the next move for Meta with metaverse down, AI ChatGPT up?

    by Jeff Kagan May 15, 2023
    by Jeff Kagan May 15, 2023

    What is the next move for Meta? Three short years ago Mark Zuckerberg, head of Facebook was so excited about the metaverse and how it was going to impact everything …

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  • Airtel, Meta collab on subsea cabling, Open RAN and CPaaS

    by RCR Wireless News December 6, 2022
    by RCR Wireless News December 6, 2022

    Meta’s 2Africa Pearls will connect to Airtel’s landing in Mumbai, extending the world’s longest subsea cable Even as Indian telco Bharti Airtel continues its aggressive 5G rollout across the country, the company …

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  • Kagan: Facebook, Meta can recover if Mark Zuckerberg does the right thing

    by Jeff Kagan December 5, 2022
    by Jeff Kagan December 5, 2022

    Over the course of one year, the stock price of Facebook, or Meta by its new name is tanking. There is a solution to this problem. That is if Mark …

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Planning for next: Black swans during an AI frenzy
AI infrastructure drives Keysight test demand
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Planning for next: Black swans during an AI frenzy
AI infrastructure drives Keysight test demand
KT unveils NPU LLM Station, a fully on-premise sovereign AI server
Report: Building AI-Era Network Fabrics

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