Kelly Hill
Executive Editor
RCRTech
AI Infrastructure Top 3
Cisco scores: Cisco delivered strong revenues and profits for Q4 and fiscal 2025, and indicated that escalating demand for AI infrastructure is driving growth. It landed two $1B orders from webscalers for the coming year.
10,000 GPUs for Europe: Northern Data and Core42 will expand European sovereign AI capacity by linking Taiga Cloud’s 10,000 GPUs with Core42’s global deployment network, following recent cluster upgrades aimed at faster, on-demand high-performance computing.
KT, Viettel forge AI pact: KT and Viettel are joining forces to build AI language models, AX platforms, and cybersecurity tools, aiming to speed Southeast Asia’s digital transformation while training new talent through a planned innovation center.
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AI Today: What You Need to Know
Trump weighs Intel stake: President Donald Trump is reportedly weighing whether the U.S. government should take a stake in Intel, which has fallen behind rivals but remains a critical domestic chip supplier.
Oracle layoffs: Oracle is laying off workers even as its financial performance booms from AI infrastructure demand, with moves expected to reshape Oracle Cloud Infrastructure and impact its workforce in India and the U.S. in particular.
Huawei Cloud expands: Huawei Cloud expanded to 34 regions and 101 availability zones in 2024, serving customers in over 170 countries and gaining Gartner recognition for its container management and AI infrastructure capabilities.
Utilities up on AI demand: The utilities sector is one of the best-performing areas of the financial market at the moment, with growth driven by accelerating demand from AI data centers.
Very cool start-ups: A significant portion of energy use in data centers goes toward cooling. Here’s a look at four companies that have jumped into the hot market for data center cooling.
NSF + Nvidia: The National Science Foundation has partnered Nvidia to develop new AI models for scientists, with NSF contributing $75 million and Nvidia providing $77 million more to support a “fully open suite of advanced AI models.”
Equinix signs nuclear deals: Equinix has inked deals with three firms for up to nearly 775 MW of nuclear power in the U.S., the Netherlands and France, to supply data centers domestically and in Europe.
States of AI: McKinsey expects nearly $7 trillion to be invested in data center infrastructure on a global basis by 2030. U.S. states will play a crucial regulatory role in navigating challenges and opportunities.
Why does Perplexity want Chrome?: AI startup Perplexity has made a bold unsolicited offer of $34.5 billion in cash to buy Google Chrome from Alphabet — even though Chrome isn’t officially for sale.
AI-phone debuts across Europe: Deutsche Telekom rolls out an AI-enabled phone and tablet across 10 European markets, integrating Perplexity’s assistant and AI-driven tools in devices priced from €149.
