Susana Schwartz
CBRE talks North American data center trends
Susana Schwartz
Technology Editor
RCRTech
AI Infrastructure Top Stories
CBRE sees record-low vacancies: CBRE’s Pat Lynch and Gordoon Dolven discuss key findings from the “North American Data Center report,” which summarizes trends from H2 2025 and the impact on data center development.
SoftBank’s Telco AI Cloud: The new Telco AI Cloud architecture integrates large-scale GPU data centers for training with edge AI-RAN for real-time inference, managed by Infrinia AI Cloud OS. Positions network infra as a competitive asset.
Nvidia in space: Nvidia’s stock took a trip to the moon, and now Nvidia wants its chips in space too. At GTC 2026, Nvidia CEO Jensen Huang pulled the curtain back on the Vera Rubin Space Module, also known as Nvidia Vera Rubin Space Module.
AI Today: What You Need to Know
Microsoft and Meta fuel $700B boom: Microsoft and Meta each committed nearly $50 billion in additional data center leases in their most recent quarters, with Microsoft carrying $155B in future lease commitments and Meta carrying $104B.
Google GW expansion: Google confirmed plans for a 1GW data center campus near Detroit, Michigan, in partnership with DTE Energy to bring 2.7GW of clean power to the grid. It also announced a €5.5 billion investment in Germany.
OpenAI – Microsoft conundrum: OpenAI’s $50 billion AWS deal puts its Microsoft alliance to the test, as Microsoft is questioning whether OpenAI’s recent partnership with AWS conflicts with the existing Azure exclusivity arrangement.
Shinsegae – Reflection partnership: Shinsegae Group and Reflection AI will build a 250MW data center in South Korea, which they claim will be the country’s largest sovereign AI factory. The project is expected to cost at least 10 trillion won ($6.8bn).
Alibaba $100B goal: Alibaba Group Holding aims to generate US$100 billion in annual external revenue from its combined cloud and AI businesses within 5 years, also disclosing for the first time the production progress of its T-Head chip unit.
Iran impact on helium: Qatar’s gas disruption is tightening the supply of helium, a natural gas byproduct used in semiconductor manufacturing and medical imaging. The Middle East conflict and spiking oil prices are a factor in many stocks right now.
