Just as the Trump administration scrapped plans today for an executive order to vet powerful new AI models before they are released publicly, Governor Newsom issued executive order N-6-26 – a potential counterweight to what the public increasingly perceives as a federal government disproportionately protective of big tech over workers and small businesses.
Read today’s RCRTech story about how the order aims to bypass a gridlocked legislature and counter federal policies that labor unions and tech employees feel unfairly prioritize big-tech valuations and revenues over workforce protections.
Find out:
- Does the order have any legislative teeth – it does not mandate for sweeping, restrictive laws, but rather calls for stakeholders to gather and share information;
- Is the order a solid first step’? – It’s primarily a data-gathering exercise to establish early-warning systems for job displacement and set loose recommendations for what to do about those warnings;
- Will it more fairly distribute AI-driven wealth? – The order calls on frameworks that will enable workers to share in AI-driven gains and protect them from AI-driven losses.
Below, check out “Rising rack density is upending modular data center architectures,” and “Defense panel sketches what deployable edge AI and private 5G actually look like.“
Susana Schwartz
Technology Editor
RCRTech
AI Infrastructure Top Stories
Are rack densities breaking modular designs?: Ultra-dense GPU racks are pushing power, cooling, and engineering demands beyond the limits of many existing facilities, raising questions about the viability of modular designs
Edge AI in Defense: At the Defense Communications Forum, military operators, spectrum policy leads, and coalition partners discussed how to turn edge AI and private 5G from slideware into something a forward-deployed unit can actually use?
Google-Blackstone partnership: The massive deal between Blackstone and Google is meant to bypass Nvidia’s hardware monopoly, with Blackstone committing an initial $5 billion in equity to launch a new, dedicated AI cloud company.
AI Today: What You Need to Know
9GW DC in Utah: Box Elder county commission in Utah approved a Stratos data center said to be “twice the size of Manhattan,” taking up 40,000 acres of land and 9 GW of power. More than 4,000 local residents and environmentalists have objected
Renewed confidence in neoclouds: After a steep selloff after yesterday’s Google and Blackstone deal, CoreWeave today surged 8%, and Nebius gained 7%, demonstrating institutional confidence in the neocloud AI infrastructure sector.
Axion acquires Moov: Axion Semiconductor has acquired Moov Technologies, an Austin, TX-based semiconductor equipment marketplace and asset management platform, expanding its operating platform and strengthening its position across the manufacturing supply chain.
Redwire examines Orbital DCs: A whitepaper from Redwire examines orbital data centers and how power generation and distribution, along with thermal rejection, will fundamentally shape the future of large-scale orbital compute infrastructure.
Modeling the Unmodelable?: How did Stantec develop a new energy analysis method for Liquid-Cooled Data Centers? Without a path for modeling liquid cooling for energy code compliance, the company built what is now an internal standard.
Accelsius 2-phase future: Accelsius’ 300MW deployment and its latest product developments in two-phase liquid cooling could represent a potential multi‑billion‑dollar market by 2030, says Rich Miller.
RCR Events
Telco AI Forum, June 16th
Telco AI Forum brings together operators, vendors, hyperscalers, and academia to explore how the evolution of the industry and partnership ecosystems is laying the foundations for AI-native 6G networks and unlocking ROI. Register now
Quantum Safe Networks Forum, July 14th
Quantum Safe Networks Forum brings together telecom operators, cybersecurity experts, and industry analysts to explore how to build resilient, future-ready infrastructure in the face of quantum disruption. Register now
RCR Roundtables AI Infrastructure, October 21st, Dallas, Texas
Join 50 senior data center, energy and AI leaders at the Ritz-Carlton Dallas on October 21 for invitation-only roundtables on powering and scaling AI. Request your invitation
Industry Resources
Webinar, May 21st: Securing telecom infrastructure for the quantum era
Webinar, June 2nd: Scaling optical networks for the AI and hyperscale era
Report: AI in testing: Developing trust, delivering results
Report: Test, measurement and service assurance in the AI era
