Kelly Hill
Executive Editor
RCRTech
AI Infrastructure Top 3
Tuning out the bragawatts: Every day, it seems like the promised scale of new data centers gets bigger — an industry tendency toward what Chip Newcom, senior director of investor relations at Equinix, jokingly calls the “bragawatts.”
AI boom challenges networks: CSPs expect AI to drive more than 30% of metro and long-haul optical traffic in three years — but only 16% report their networks are “very ready,” while capex and strategy gaps persist.
Spark closes DC deal: Spark New Zealand is selling a 75% stake in its data center business to Pacific Equity Partners for around NZ$486M, accelerating its AI infrastructure build while reducing debt load.
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AI Today: What You Need to Know
Who are the AI losers?: Investors are betting big on AI stocks — but which companies are seen as the losers in the AI evolution? Companies in web development companies, digital imagery and staffing.
APAC colocation market surges: The Asia-Pacific data center colocation market is on track for triple-digit growth over the next decade, driven by cloud adoption, AI-ready facilities, and expansion into fast-emerging secondary cities.
stc, Huawei hit 2.4 Tbps: Huawei and stc group have tested the world’s first 2.4 Tbps-per-port optical transmission on a live network, adding encryption and automation to handle Saudi Arabia’s rising data demands.
Perplexity pursues Chrome: AI start-up Perplexity has made a $34.5 billion offer for Google’s Chrome browser, WSJ reports. That’s quite a figure, given that Perplexity itself is valued at only about $18 billion.
Bell partners with Perplexity: Bell is partnering with Perplexity to give eligible customers a year of Perplexity Pro, bundling premium AI tools with its high-speed networks to boost search, research, and productivity.
Australia’s sovereign AI hub: Macquarie Data Centers and Dell will build sovereign AI infrastructure in Australia, anchored in a 47 MW Sydney facility, to meet strict data rules and support the nation’s AI-driven productivity goals.
Barriers to AI, IoT: A new study concludes that hospitals and health systems lack the IT infrastructure that is needed to support widespread adoption of AI and IoT technologies like wearables, advanced data analytics and more.
People using AI: NYT explores 21 ways that people are using AI at work. Yes, there’s the inevitable “to write code,” but also people using AI to select wines for restaurants, detect leaks in water systems, and help pets get adopted.
US vs China in AI: A think-piece from the Brookings Institution on how the race to develop, control, and power AI illustrates the simultaneous competition and interconnectedness between the U.S. and China.
Copper theft ring: A burglary ring is suspected in half a dozen break-ins since the beginning of this year, resulting in $1.5 million in copper wire thefts from power facilities in the heart of Data Center Alley.
Banking on a DC: A small, long-vacant bank building in New Jersey — built in the 1970s, consisting of fewer than 2,200 square feet — is set to be converted by Comcast into an unstaffed data center.
