Susana Schwartz
Amphenol-CommScope the latest in consolidation trend
– Aligned Data Centers Acquisition by Nvidia, Microsoft, and BlackRock ($40 Billion)
– Marvell / XConn Technologies ($540 Million)
– Broadcom / VMware ($61 Billion)
– HPE / Juniper Networks ($14 Billion)
– AMD / ZT Systems ($4.9 Billion)
Susana Schwartz
Technology Editor
RCRTech
AI Infrastructure Top Stories
Amphenol completes CommScope deal: Amphenol’s $10.5 billion cash acquisition of CommScope’s CCS business expands its fiber, AI, and telco infrastructure play, building on data center and fiber optic interconnect momentum.
Nvidia steps it up with Vera Rubin: Vera Rubin may feel like an iterative upgrade given its naming scheme, but it’s actually a substantial leap forward, with Nvidia moving toward modular architecture that offers more flexibility and upgrade options.
Ericsson on RCRTV: Ericsson’s Head of RAN software Johan Hultell offers insight to RCR’s Sean Kinney about the convergence of AI, cloud, and connectivity, and the need for partnership-first ecosystems to drive innovation.
AI Today: What You Need to Know
Meta merges network and DC oversight: Meta has established Meta Compute to unify data center and network oversight as the company targets multi-gigawatt AI scale. The initiative will be co-led by Santosh Janardhan and Daniel Gross.
Trump says tech will pay electricity for DCs: Trump says Microsoft will “pay their own way” when it comes to electricity consumption — alluding to major changes that will ensure Americans don’t “pick up the tab” for data centers.
Microsoft initiative to reduce DC impact on consumers: Microsoft launched a data center initiative to limit power costs and water usage at its U.S. data centers.The company will pay utility rates high enough to cover its electricity costs.
Gartner says AI infra spend to surpass 1.3T: Worldwide semiconductor sales jumped 21% YOY, according to Gartner, which put 2025 revenues at about $793 billion, with an expectation for $1.3 trillion in AI infrastructure spend in 2026.
GigaDevice latest in China’s self-sufficiency push: GigaDevice jumped nearly 40% in its debut on the main board of the Hong Kong Stock Exchange. It is one of a growing group of Chinese chipmakers achieving global competitiveness.
Ormat power agreement with Switch: Geothermal/renewable company Ormat Technologies signed a 20-year power purchase agreement with AI data center designer/builder Switch — its first direct power purchasing agreement with a DC.
