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AI Infrastructure & Telecom News — Daily Newsletter

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The OpenAI-AMD partnership could massively expand OpenAI’s compute capacity for GPT-5 while positioning AMD’s chips as a strong alternative to Nvidia’s In sum – what to know: Turning point – The deal marks a turning point for AMD, which is jockeying for position as a viable alternative to Nvidia in …

The ‘Sacramento Effect’ could mean last week’s flurry of landmark AI legislation could serve as a blueprint for other states In sum – what to know: California passes landmark AI legislation – SB 53, AB853 and SB243 are Senate and Assembly bills that regulate developers of advanced, or “frontier,” AI models; …

CEO Lisa Su said AMD will expand its AI data center revenues at a CAGR of more than 80% in the next three to five years In sum – what to know: $100B data center revenue by 2030 – Driven by strong AI demand and a clear roadmap, the company …

Schneider Electric said the first reference design provides a unified framework for power and liquid cooling management In sum – what to know: Reference frameworks – Schneider Electric has released two validated designs with Nvidia, integrating power management, liquid cooling, and operational controls to accelerate AI data center deployment. Nvidia supports – The second design …

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