Susana Schwartz
Wrapping up RCRTech AI Infrastructure Forum
Now that we’ve wrapped up the RCRTech AI Infrastructure Forum, it is time to summarize some of the compelling conversations and panel discussions we had with the industry’s leading companies and visionaries. Today, I do a quick summary of a conversation with Raymond Chik, vice-chair of the IEEE AI Hardware and Infrastructure Working Group, who was part of the discussion, “Designing scalable AI clusters: architecture and networking for multi-site deployments,” which you can now get on demand after a quick registration.
Over the course of the following week, I will take a closer look at the key points made by Clayton Wagar, principal consulting engineer for AI and HPC at Nokia; Shawn Rosemarin of Pure Storage; Thomas Nadeau, co-chair Evenstar Workstream, Open Compute Project; and Ted Weatherford, vice president of business development, Xsight Labs.
Be sure to download our new editorial report, “Building an AI-ready infrastructure from the data center to the edge,” and check out the top stories and news below.
Susana Schwartz
Technology Editor
RCRTech
AI Infrastructure Top Stories
Optical connectivity and silicon: Data centers have to be configured around power and efficiency, and technologies like optical connectivity and silicon photonics hold a lot of promise, according to a conversation with IEEE’s Raymond Chik.
Dell-Oro talks neoclouds electric architecture: Dell’Oro’s research director Alex Cordovil says rising rack densities, regional dynamics and neocloud providers will shape global demand through 2026.
DigitalBridge and KT pursue gigawatt scale: DigitalBridge and KT are evaluating AI factory-type facilities and large-scale AI data centers in Korea. In Asia-Pacific, DigitalBridge-backed operators have secured $1.6 billion for regional growth.
AI Today: What You Need to Know
Tata and OpenAI considering strategic partnership: Tata Consultancy Services is in advanced discussions with OpenAI to build AI compute infrastructure and agentic AI solutions in India.
AWS push toward AI factories in the enterprise: AWS is making a push for on-prem AI Factories, with deployment of dedicated AWS AI infrastructure in customer DCs.
Nvidia’s Huang meets with President Trump: Nvidia CEO Jensen Huang said he met with President Donald Trump yesterday to talk about export controls and state-by-state AI controls.
Analysts warn of DC-driven smartphone price hikes: Nvidia GPU demand has caused a supply-chain crunch that is affecting hyperscalers as well as other components suppliers.
Palantir attempts to tackle power and compute chokepoints: Along with founding partners Nvidia and CenterPoint Energy, Palantir Technologies announced Chain Reaction, a software platform meant to help manage U.S. AI infrastructure.
Wall, NJ AI infrastructure campus to be built: NJFX’s 10MW high-density AI data hall will be the first to support liquid-to-the-chip AI-ready infrastructure. Project Cool Water is a purpose-built cable landing station.
