Susana Schwartz
Another OpenAI megadeal?
OpenAI is clearly enjoying its freedom now that it’s no longer shackled to Microsoft in terms of exclusive compute control. Though details are scant, OpenAI is considering a $10 billion stake in Amazon, which would help it diversify and reduce its reliance on Nvidia. This comes on the heels of a 6 GW agreement with AMD to power OpenAI’s next-generation AI infrastructure.
Amazon, which has major investments in OpenAI competitor Anthropic, would further its standing in the AI chip market if OpenAI uses its Trainium chips for
Susana Schwartz
Technology Editor
RCRTech
AI Infrastructure Top Stories
Test and Measurement’s year in review: An orbital data center prototype; the launch a set of photonic AI chips into space; and tariffs are just some of the highlights of this “year in review.”
How to harness AI to unlock new revenues: RCRTech’s webinar, AI infrastructure as a growth catalyst for telco operators,” features Veon, Pure Storage, Google Cloud experts, who explore growth and revenue-generating opportunities.
AI Today: What You Need to Know
Record-breaking $61B in DC deals: In 2025, hyperscalers turned to outside capital in the form of debt to spend a record $61B in data center construction. S&P Global reported that’s up slightly from $60.8B last year.
DOE taps AI giants for Genesis: The U.S. DoE will collaborate with Anthopic, OpenAI and 22 other organizations on its Genesis Mission, using the power of AI to accelerate science and energy innovation, as well as to strengthen national security.
Chip sales under review: The Trump administration has launched a review that could result in the first shipments of Nvidia’s H200 chips to China, which the administration believes will cut demand for Chinese chips.
Rivian replaces Nvidia: EV maker Rivian has already begun replacing Nvidia silicon with its own AI chips, the Rivian Autonomy Processor (RAP1), with analysts expecting other automakers to possibly follow suit.
Bill to boost U.S. liquid cooling: The “Liquid Cooling for AI Act of 2025″ (H.R. 5332 and S. 3200) is currently pending in committees in both the U.S. House of Representatives and the Senate, where it awaits further consideration.
