Juan Pedro Tomas
Editor
RCRTech
AI Infrastructure Top 3
DCPI market set for 15% jump: Sales of physical data centre infrastructure, like cooling and power systems, will grow at a CAGR of 15% to 2029, reaching $63.1 billion by the end of the period, says Dell’Oro.
Infosys, Telstra in AI push: Infosys and Telstra join forces through a new joint venture acquiring 75% of Versent to boost AI-enabled cloud and digital transformation for Australian enterprises and public sector organizations.
Rogers offloads 49MW portfolio: Rogers agrees to sell nine Canadian data centers to InfraRed Capital Partners, retaining service and connectivity roles while using proceeds to reduce debt obligations.
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AI Today: What You Need to Know
Liquid cooling’s AI moment: As AI workloads push air cooling to its limits, data centers are turning to liquid cooling for efficiency, sustainability, and performance — despite high upfront costs and deployment hurdles.
Lagos weighs AI vs. reality: Africa’s biggest AI summit tackles bold digital ambitions, but patchy internet, poor power supply, and thin investment highlight the infrastructure gap that could slow the continent’s AI momentum.
AI data centers drain copper: Surging AI buildouts could deepen the global copper shortfall to 6 million tons by 2035, BloombergNEF warns, as data centers join wind and power grids in competing for the red metal.
Constellation rides AI power wave: The US energy giant reports a 45% jump in data center electricity use since 2023, betting nuclear and gas capacity will keep it at the center of the AI infrastructure boom.
Generative AI goes big: The global GenAI market surged past $130B in 2024, with triple-digit growth across hardware, foundation models, and dev platforms—driven by the post-ChatGPT race to commercialize multimodal AI.
China’s new compute hub: Guizhou is positioning itself as China’s AI-ready data center powerhouse, with 85 EFLOPS capacity, 90% domestically built hardware, and a green energy strategy powering hyperscale AI workloads.
Open AI for science: NSF and Nvidia are backing Ai2 to build fully open multimodal AI models for U.S. researchers, aiming to accelerate breakthroughs in science and cement American leadership in AI-powered innovation.
SEA’s agentic AI moment: A new survey finds 86% of Southeast Asian organizations will deploy AI agents within 12 months, as businesses shift from pilots to large-scale automation despite governance, cost, and security challenges.
AI pushes into mining: Saudi mining giant Ma’aden has named Donovan Waller CTO to accelerate its AI-driven digital transformation — aligning with Vision 2030’s automation and efficiency goals.
