If the AI boom were a theme park, Nvidia has made a second deal for fast-pass access to compute capacity — first through a $1.5 billion agreement with AI cloud provider Lambda for Nvidia to lease back up to 18,000 of its own GPUs, and now a deal with CoreWeave for up to $6.3 billion worth of access to unused data center capacity, putting Nvidia at the front of the line. (Although for that to kick in, CoreWeave has to actually have unused capacity— not necessarily a given, when data center vacancy rates are at historic lows.) Meanwhile, in Germany, Siemens and TRUMPF are busy turning factories into digital playgrounds where IT and OT play nice, open interfaces and all. And over in Hong Kong, Equinix, Dell, and Schneider are rolling out liquid cooling like Dole Whips for overheated data centers. Everyone’s scrambling to snag the best seats and strap themselves in before the AI rollercoaster gets even wilder — and nobody wants to be stuck in the regular line. Let’s check today’s park agenda, laid out for you below. 🎢
Kelly Hill
Executive Editor
RCRTech
AI Infrastructure Top 3
Nvidia locks up capacity: Nvidia signs a $6.3B agreement to purchase unsold compute capacity from CoreWeave through 2032, strengthening its AI cloud strategy and ensuring access to GPU infrastructure as demand continues to rise.
AI smart factories: German companies Siemens and TRUMPF are partnering to integrate digital solutions and AI-ready technologies into smart factories, bridging IT and OT systems with open interfaces.
Cooling Hong Kong’s AI future: Equinix, Dell, and Schneider Electric launch liquid cooling at Hong Kong’s HK1 data center, tackling rising energy demands and preparing infrastructure for AI workloads while improving efficiency.
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AI Today: What You Need to Know
Quantum internet: University of Pennsylvania engineers extended quantum networking onto commercial fiber at a Verizon campus using a compact “Q-chip,” transmitting entangled signals via standard Internet Protocol.
Power oscillations: Eaton introduced edge-based firmware for its PXQ system to detect AI-driven energy surges and protect grids and data centers, as part of its broader grid-to-chip strategy with Nvidia and Siemens.
AI infra update: An AI infrastructure report from Flexential finds that enterprises are planning years ahead for AI capacity and facing tightening supply, as well as network and workforce gaps.
Why AI?: Tech giants collectively plan to invest $325 billion annually to build and deliver AI infrastructure. What, exactly, is it for? NYT gives the rundown: Search, worker productivity, better digital assistants, AI companions, research and more.
There and back again: Born amid hardship in rural China, Song-Chun Zhu rose to prominence in U.S. AI research before returning to Beijing, where his work now shapes China’s state-backed AI ambitions.
Google still dominates: New data shows that 95.3% of ChatGPT users visited Google, while only 14.3% of Google users visited ChatGPT. Meanwhile, ChatGPT had 5.8 billion visits, compared to Google’s 83.8 billion visits.
Cable ships in demand: Japan plans subsidies worth hundreds of millions to help NEC buy subsea cable-laying ships, closing gaps with U.S., French, and Chinese rivals due to worries about national security and tech sovereignty.
Exploring nuclear: Tech companies and governments are scrambling to find reliable, clean energy sources to power the next generation of AI applications. One solution that’s gaining attention: nuclear energy.
Top DC locations: Global demand for AI data centers is surging, favoring countries with renewable energy, stable infrastructure, skilled workforces, and supportive policies. Here is a rundown of the top global data center markets.
AI power charts: AI data centers are boosting electricity use, but IEA data shows their global impact remains modest. Growth is concentrated in some countries, and clean power could limit emissions.
