Juan Pedro Tomás
AI infra enters its next growth test
The AI data center boom is entering a new and more complex phase — one defined by power constraints, regulatory pressures, and the need for sustainable design. Around the world, the race to build compute capacity is forcing companies to rethink how and where intelligence is deployed. In the U.S., Dell Technologies sees no signs of demand slowing as AI servers become the fastest-growing segment in its business, but warns that electricity access is now the industry’s main bottleneck. In Europe, Volkswagen is embedding AI into every layer of its operations while developing a sovereign private cloud to balance openness, resilience, and regulatory control. Meanwhile, in Sweden, evroc and its partners are testing nuclear-powered data centers as a pathway to clean, stable baseload energy for hyperscale AI clusters. From power generation to data policy, the next test for the global AI infrastructure buildout will be how efficiently — and sustainably — it can scale. Let’s dive in.
Juan Pedro Tomas
Editor
RCRTech
AI Infrastructure Top 3
Dell: AI boom still strong: Michael Dell says the AI data center boom shows no signs of slowing, even as soaring demand strains power supplies — and despite his warning that “at some point there’ll be too many.”
More AI from VW: Volkswagen’s €1 billion “no-process-without-AI” plan reveals a Europe-first strategy to embed AI across every operation – balancing resilience, sovereignty, and openness amid fragmented regulation and intensifying global competition in Industry 4.0.
Sweden tests nuclear DCs: Sweden moves toward building its first nuclear-powered data centers, as Blykalla, evroc, and Studsvik team up to develop clean, stable SMR energy for AI and cloud infrastructure growth.
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Semiconductor news roundup: We produced a newsletter highlighting top developments from OpenAI’s new AMD deal and Stanford’s nanoribbon transistor breakthrough to Amkor’s $7B Arizona packaging hub.
Johnson Controls debuts AI cooling: The company launched its Silent-Aire Coolant Distribution platform in Singapore with scalable capacities from 500 kW to 10 MW for dense AI data centers.
Port Washington faces opposition: Residents packed meetings to protest an $8 billion AI data center campus, though the project may already be too advanced to halt.
Cisco connects AI data centers: Cisco introduced its P200 networking chip and router, linking massive AI clusters across long distances while cutting power use by 65%.
Vertiv unveils AI power unit: The new PowerIT rack PDU manages high-density AI loads up to 25 kW per rack, balancing three-phase power to boost reliability and efficiency.
AI power demand surges: DNV predicts AI-driven data centers will consume ten times more power by 2030, with North America leading global demand growth.
Broadcom showcases AI networking suite: At the OCP Global Summit, Broadcom will present its Tomahawk 6, Ultra, and Jericho4 switches, advancing open and scalable AI infrastructure.
Honeywell and LS Electric partner: The firms will co-develop integrated power and battery storage systems to enhance data center resilience and reduce costly downtime.
SoftBank, Oracle launch sovereign cloud: SoftBank will deploy Oracle Alloy across Japanese data centers to deliver secure AI and sovereign cloud services starting in 2026.
