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  • Monday (telco diary) | ‘A new telco growth profile’?

    by James Blackman July 28, 2026
    by James Blackman July 28, 2026

    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 …

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  • UK pumps money into sovereign AI, as AI startups start to show their mettle

    by James Blackman June 9, 2026
    by James Blackman June 9, 2026

    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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  • Dell & AMD Webinar: Telco Collides with AI – The Future is Ultra Mega

    by RCR Wireless News February 2, 2026
    by RCR Wireless News February 2, 2026

    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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  • Dell Technologies and AMD deliver telecom infrastructure for the AI-era

    by RCR Wireless News and Dell Technologies and AMD Sponsored December 17, 2025
    by RCR Wireless News and Dell Technologies and AMD Sponsored December 17, 2025

    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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  • Samsung secures Nvidia approval for HBM3E chips

    by Juan Pedro Tomás September 25, 2025
    by Juan Pedro Tomás September 25, 2025

    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 secures Nvidia approval for HBM3E chips

    by Juan Pedro Tomás September 25, 2025
    by Juan Pedro Tomás September 25, 2025

    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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  • 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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  • IBM and AMD explore quantum-centric supercomputing

    by Juan Pedro Tomás August 27, 2025
    by Juan Pedro Tomás August 27, 2025

    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 to launch DCs with US chips in early 2026: Report

    by Juan Pedro Tomás August 26, 2025
    by Juan Pedro Tomás August 26, 2025

    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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  • Nvidia works on new AI chip for China: Report

    by Juan Pedro Tomás August 21, 2025
    by Juan Pedro Tomás August 21, 2025

    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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  • Treasury Secretary indicates federal interest in Intel stake

    by Kelly Hill August 19, 2025
    by Kelly Hill August 19, 2025

    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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  • US government to take 15% cut of AI chip sales to China

    by Kelly Hill August 11, 2025
    by Kelly Hill August 11, 2025

    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 to launch $10 billion AI fund

    by Juan Pedro Tomás May 30, 2025
    by Juan Pedro Tomás May 30, 2025

    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, AMD partner to advance 5G virtualized networks

    by Juan Pedro Tomás April 24, 2025
    by Juan Pedro Tomás April 24, 2025

    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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  • AI infra brief: Power struggles behind AI growth

    by Juan Pedro Tomás April 16, 2025
    by Juan Pedro Tomás April 16, 2025

    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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  • Dell Technologies and AMD collaborating to make AI easy for operators to consume 

    by Dell Technologies, AMD and RCR Wireless News (Sponsored) April 14, 2025
    by Dell Technologies, AMD and RCR Wireless News (Sponsored) April 14, 2025

    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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  • AI infra brief: From Keysight, Edgnex, AMD and more

    by Juan Pedro Tomás April 2, 2025
    by Juan Pedro Tomás April 2, 2025

    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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  • AI infra brief: From Nexthop AI, Oklo, Microsoft and more

    by Juan Pedro Tomás March 28, 2025
    by Juan Pedro Tomás March 28, 2025

    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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  • 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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  • AI infra brief: From ASUS, Block and more

    by Juan Pedro Tomás March 14, 2025
    by Juan Pedro Tomás March 14, 2025

    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 Platforms and partners to develop Open Telecom AI Platform

    by Juan Pedro Tomás March 6, 2025
    by Juan Pedro Tomás March 6, 2025

    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 Hill October 31, 2024
    by Kelly Hill October 31, 2024

    AMD 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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  • Intel announces re-org focused on foundry business

    by Sean Kinney, Principal Analyst September 17, 2024
    by Sean Kinney, Principal Analyst September 17, 2024

    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 buys ZT for $4.9 billion to boost AI GPU capabilities

    by Kelly Hill August 20, 2024
    by Kelly Hill August 20, 2024

    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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  • AMD bolsters AI capabilities with $665 million buy of private AI lab

    by Kelly Hill July 10, 2024
    by Kelly Hill July 10, 2024

    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 …

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  • Supermicro and NVIDIA Whitepaper: Powering sovereign AI at scale

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Edtior's Picks

1Finity says operators should build AI-RAN where a customer is already paying
Ericsson says AI RAN will require smarter networks — and stronger uplinks
Can we recognize the attacks AI learns next? (Analyst Angle)

Latest Articles

1Finity says operators should build AI-RAN where a customer is already paying
Ericsson says AI RAN will require smarter networks — and stronger uplinks
Can we recognize the attacks AI learns next? (Analyst Angle)
Multi-hop mmWave repeater validation – for high-frequency network architectures (Reader Forum)

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