Kelly Hill
Executive Editor
RCRTech
AI Infrastructure Top 3
Pay-to-play for China chips: The U.S. government is expected to start getting 15% of the revenues that AI chip companies like Nvidia and AMD generate from sales to China, in exchange for granting companies access to sell to the Chinese market.
AWS signs with Anthropic, OpenAI: AWS has expanded its AI offerings with Anthropic’s Claude 4 on Bedrock and OpenAI’s open weight models on Bedrock and SageMaker; they join a stable of closed and open LLMs on its cloud environment.
$7T AI push: Brookfield predicts the AI build-out is just getting started—with trillions in spending, tens of gigawatts of new capacity, and a GPU boom that will reshape how data centers are designed.
AI-Powered Telecom Infrastructure
Supermicro, in collaboration with NVIDIA, delivers AI-powered infrastructure tailored for telcos, enhancing operational efficiency, network management, and customer experiences. Explore now
AI Today: What You Need to Know
Tax or shakedown?: What does it mean for tech companies, small businesses and the U.S. economy that Nvidia and AMD will share profits with the U.S. government on AI chips sold to China? NYT breaks down the implications.
Spark to sell data center stake: Spark NZ is close to selling 50–75% of its $550M+ data center business to Pacific Equity Partners, fueling expansion plans and drawing investor interest amid surging AI infrastructure demand.
Humain, Groq deploy AI locally: Humain and Groq have deployed OpenAI’s gpt-oss-120B and gpt-oss-20B models in Saudi Arabia, delivering high-speed inference within sovereign data centers and ensuring compliance with the Kingdom’s data laws.
DC Blox scores funding: Data center company DC Blox said that it has closed on a $1.15 billion loan to finance construction of a 120 MW data center campus in Douglas County, Georgia that could be available as soon as 2027.
GPT-5 tweaks: OpenAI is rushing to make changes to its newly rolled-out plan structures for ChatGPT-5, in response to user backlash against messages limits for paid subscriptions.
Boom or bubble?: The stock prices of Big Tech companies are surging. IPOs of AI companies are raising eye-watering amounts of money. Is AI the next dot-com boom — and bust?
AI on security: DARPA has announced the winners of its AI Cyber Challenge (AIxCC), a competition that tasked AI with identifying and fixing vulnerabilities in open-source code used for critical infrastructure.
AI gets physical: Nvidia highlights its most recent research related to “physical AI,” like large-scale global models or highly detailed visual reconstructions of environments, which can be used to train humanoid robots.
Tesla shuts down Dojo: Tesla has shut down its in-house supercomputer project. The Dojo team has defected to DensityAI, but Musk claims he shut it down because the project was “an evolutionary dead end.”
Chips heat up: Researchers at Penn State University have designed a gallium nitride chip capable of operating at 800°C, challenging silicon carbide-based chips for primacy in operating capabilities in harsh environments.