Susana Schwartz
Day 2-3 of India AI Impact Summit
The past 48 hours have brought major announcements, like a $200 billion commitment for AI across “five layers” of India’s stack: infrastructure, energy, compute capacity, models, and end-use applications. Of that investment, Google CEO Sundar Pichai highlighted the company’s $15 billion investment toward foundational AI infrastructure in India, including a newly unveiled America-India Connect Initiative for fiber-optic connectivity, which will involve a new subsea cable project to connect India with the United States, Singapore, South Africa, and Australia. Read the highlights here, and check out the top stories and news, below.
Susana Schwartz
Technology Editor
RCRTech
AI Infrastructure Top Stories
Telco collides with AI: Tomorrow’s RCRTech webinar will look at how AI is reshaping the economics of telecommunications, with a closer look at how tje future of data centers and ultra Ethernet enables an open, scalable acceleration fabric.
New North American DC report: A new North America data center report from JLL indicates a turning point, with record-low 1% vacancy and 64% of the 35 GW construction pipeline now located in emerging or “frontier” markets.
AI Today: What You Need to Know
Nvidia-Meta expand partnership: Nvidia and Meta have announced a multiyear partnership that will see Nvidia provide Meta with millions of Blackwell and Rubin GPUs, as well as its central processing units (CPUs) and networking offerings.
Microsoft $17.5 Bn in India: Microsoft announced $17.5 billion over four years to advance the country’s cloud and AI infrastructure, skilling, and ongoing operations. This builds on the $3 billion investment announced earlier this year.
Semiconductor deals abound: TI to acquire Silicon Labs for $7.5B; SiTime is buying Renesas’s timing business; Infineon will acquire non-optical analog/mixed-signal sensor portfolio from Ams Osram, and Siemens bought Canopus.
Georgia House passes DC costs bill: The Georgia House of Representatives has approved a bill that aims to protect residential and retail customers from bearing the costs of data centers, but critics said the legislation won’t do enough.
San Marcos, TX DC halted: Hundreds of residents filled San Marcos City Hall’s council chambers, lobby, hallways and front lawn to protest the data center, and at 3 a.m. today, the city council voted 5-2 to deny a 200-acre site request.
