In the latest RCRTV AI TechTalk episode, President and CEO Scott Willis of DartPoints talks of the injection of capital from Nova Infrastructure, which led to a recapitalization and a current expansion into new markets, as with its $29 million acquisition of a massive 343,000-square-foot data center in Lexington, marking its debut in Kentucky. The former Lexmark facility is a 29.5-acre site with an owned on-site power substation, which Willis says resonates with the strategy to leverage existing power to add capacity to the overall portfolio. 

 It’s just one example of how DartPoints is leveraging M&A to expand its geographical footprint and its capacity for its growing customer base, which currently includes 900+ customers in underserved non-tier one markets thirsty for services that fall in the DartPoints sweet spot: 

• Edge & Regional Colocation
• Carrier-Neutral Interconnection
• AI & HPC Infrastructure

To learn more, watch the video and read some of the highlights.

Opinion: AI infra ‘supercycle’: Vish Nandlall says the CPU era and the AI era diverge as much on the economic axis as on the technical one, and the two divergences reinforce each other. Learn about the ‘two engines’ of the supercycle.

Reader Forum – Viavi: At-scale testing for LLM implementations are crucial as AI becomes the public face of business. Validating performance, security, and cost efficiency requires comprehensive at-scale testing under realistic workloads.

Elon Musk at ASML: Musk spoke at an ASML Event about his plans for building the massive “Terafab” semiconductor factory. By video, he spoke with ASML CEO Christophe Fouquet about the $55 billion facility going in Grimes Co. TX.

Microsoft 48MW DC: Microsoft broke ground on a 48MW data center in San Jose’s Alviso neighborhood – the first purpose-built, company-owned and operated data center in San Jose.HITT Contracting firm will be the firm on the project.

KKR infrastructure push: KKR launched Helix Digital Infrastructure, a $10B venture with Nvidia, Vistra, and Kuwait Investment Authority. Rather than structure as a private equity fund, it operates as a fully integrated developer.

onsemi GaNEXUS launch: The GaNEXUS gallium nitride power portfolio expands its role in the NVIDIA MGX ecosystem, ideally suited for AI data center power delivery, 48V systems, robotics, industrial automation, energy infrastructure.

Australian Gallium research: Mining exploration company Nimy Resources and Curtin University are pioneering research into processing gallium, with a $550,000 grant from the Minerals Research Institute of Western Australia.