Kelly Hill
Executive Editor
RCRTech
AI Infrastructure Top 3
BSNL launches 5G, AI training: India’s BSNL teams up with Ericsson, Qualcomm, Cisco, and Nokia to launch advanced 5G, AI, networking, and cybersecurity training in Jabalpur, aiming to skill over 2,000 participants annually.
Helium cooling for AI: Helium cooling could transform AI and HPC data centers as Tidal NRG and Innov8 Gases partner to develop water-free, high-efficiency systems tackling heat, power demand, and environmental concerns for DCs.
LG CNS powers Vietnam AI: LG CNS partners with VNPT and Korea Investment to build a hyperscale AI data center in Vietnam, supporting the country’s digital transformation and tapping into Southeast Asia’s booming data center market.
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AI Today: What You Need to Know
Commercial energy surges: For the first time since it began collecting data, the U.S. Energy Information Administration forecasts that commercial electricity sales will exceed the residential sector next year, driven in part by data center demand.
AMD vs. Nvidia — Lisa Su’s rise: Under CEO Lisa Su, AMD has transformed into a $300B chipmaker and a formidable competitor to Nvidia—with growing AI momentum and high-stakes bets in the U.S.–China chip arms race.
Man with a plan: Intel’s former CEO lays out a 10-point plan to save the company, including ousting the current CEO and for Intel’s eight largest customers to each contribute $5 billion in return for supply and price guarantees.
Altman on AI: If people prefer sycophantic AI, or are using the tech in self-destructive ways, and only a small percentage are being pushed into delusions, well, it’s on society to figure out how to deal with that. Right?
AI agents in telecom: AI agents are quickly becoming an essential tool to help carriers. These intelligent, autonomous software entities are designed to work within the messy, high-volume environments that define telecom operations.
AI in Oklahoma: Google announced a new, $9 billion investment in Oklahoma over the next two years, which includes developing a new data center campus and expanding another, while also putting funds into education and workforce programs.
Amazon supplier scandal: In Oregon, the state Department of Justice has filed a civil complaint alleging that a handful of officials in an eastern Oregon county used their positions to profit from Amazon’s data center presence in the area.
AI chips in India: Indian semiconductor chip design startup Netrasemi, which is developing full-stack domestic AI chips for specific edge applications like image signal processing and computer vision, gained a $12.5 million Series A funding round.
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 maps the Earth: DeepMind recently introduced AlphaEarth Foundations, an AI model that “functions like a virtual satellite.” It’s part of Google Earth AI, the company’s collection of geospatial models and datasets.
