From the newsletter (sign-up if you want it sooner): Strong quarterly results from Verizon reinforce a broader shift across US telecoms: after years of heavy investment, mobile telcos are growing …
AMD
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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 …
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AI is reshaping the economics of telecommunications. In this webinar on February 19th, discover how Dell and AMD products deliver elite-level performance for AI systems while safeguarding existing network investments. …
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Combining Dell’s hardware, software, services and ecosystem with AMD’s advanced CPUs and GPUs, CSPs can build a future-ready foundation to capitalize on AI Communications service providers (CSPs) operate networks that …
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1Finity says operators should build AI-RAN where a customer is already paying Christian de Looper October 5, 2026 AI-RAN performance gains won’t justify the investment on their own In sum …
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Samsung recently passed Nvidia’s qualification tests for its 12-layer HBM3E chips In sum – what to know: Test passed – Samsung secured qualification for Nvidia’s 12-layer HBM3E, overcoming past performance …
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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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IBM and AMD said the joint effort focuses on hybrid computing models where quantum computers and classical HPC systems work in tandem In sum – what to know: Quantum + …
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Humain is sourcing semiconductors from U.S. suppliers, including Nvidia’s most advanced AI chips, for which it has secured local regulatory approval In sum – what to know: Saudi Arabia builds …
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U.S. President Donald Trump recently mentioned the fact that Nvidia was looking to make its Blackwell chips available to the Chinese market In sum – what to know: Nvidia prepares …
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Bessent spoke on CNBC about turning Intel’s CHIPS Act grants into a U.S. government stake in the company In sum – what to know: Taking a stake: Treasury Secretary Scott …
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In sum – what to know: –Nvidia and AMD will reportedly have to pay 15% of their revenues from China AI chip sales to the U.S. government, in exchange for …
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Humain said its broader roadmap includes developing up to 1.9 gigawatts of AI-focused data center capacity by 2030 In sum – what you need to know: Humain launches $10 billion …
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KDDI plans to start deploying this technology across Japan starting in 2026 In sum – what you need to know: KDDI to deploy AMD-powered 5G by 2026 – Japanese operator …
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As AI workloads soar and hyperscale data centers multiply across the U.S., lawmakers and regulators are confronting a critical question: who should shoulder the rising cost of powering AI-scale infrastructure? …
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As 5G networks continue to mature and scale, communications service providers (CSPs) are under pressure to improve performance, reduce downtime, and gain operational efficiency through network automation while also capturing new revenue streams. At the same time, advances in artificial intelligence (AI) are enabling powerful new opportunities for network optimization, predictive analytics, and service assurance.
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In this regular update, RCR Wireless News highlights the top news and developments impacting the booming AI infrastructure sector. Keysight unveils architecture for scaling AI data centers Keysight Technologies has …
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In this regular update, RCR Wireless News highlights the top news and developments impacting the booming AI infrastructure sector. Nexthop AI bids to build efficient Al infra for hyperscalers Nexthop …
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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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Block will deploy the NVIDIA DGX SuperPOD and Cerebras expands AI inference data centers In this regular update, RCR Wireless News highlights the top news and developments impacting the booming …
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Jio said the new platform will incorporate open APIs and will utilize agentic AI, LLMs, domain-specific SLMs and non-gen AI machine learning techniques Indian company Jio Platforms, in partnership with …
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AMD results: Gaining share, engaging enterprise amid ‘insatiable demand for more compute’
by Kelly Hillby Kelly HillAMD results for the third quarter of 2024 saw its data center segment revenue increase more than 120% year-over-year to a record $3.5 billion. The company’s total revenue for the …
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While AI has driven growth in the semiconductor sector, Intel facing challenges around its design/build business model Intel has had a tough time for a while now with its design/build …
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AMD has a string of AI-related investments; this one focuses on hyperscaler AI compute In its continued pursuit of a stronger arsenal of artificial intelligence capabilities, chip company AMD announced …
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Silo AI counts Nokia among its partners on AI projects Semiconductor company AMD has announced that it is buying the largest private artificial intelligence lab in Europe for $665 million …