Susana Schwartz
Is the 'thermal wall' coming?
There was a compelling post by Guy Massey, director of global service delivery for CommScope, which included a “cooling roadmap” and accompanying analysis that garnered hundreds of comments from experts and thought leaders across semiconductor, data center, advanced manufacturing, fluid dynamics, network, and AI infrastructure fields.
The hot topic was whether the “thermal wall” is a much-ignored part of the AI story that could decide which architectures survive in the long term and which do not. In today’s RCRTech story “The ‘thermal wall’ is coming,” you can see what thermal management advancements are on the horizon, and join in the conversation taking place here.
Susana Schwartz
Technology Editor
RCRTech
AI Infrastructure Top Stories
Webinar on AI for telco growth: Listen to a conversation with Veon CIO Inanç Çakiroğlu and experts from Google Cloud, PureStorage, and RCR as they discuss cloud and edge, GPUaaS and turning unused power into revenue.
Nvidia H200 will ship to China: After meeting with Nvidia CEO Jensen Huang, Trump clears Nvidia H200 shipments to China, which some say cements U.S. tech influence in the region, while others say it raises national security concerns.
Open collaboration toward quantum-safe comms: Viavi and QNu Labs will focus on the optical layer as they jointly develop quantum security and network intelligence solutions — the “first phase” of building quantum-safe communications.
AI Today: What You Need to Know
Microsoft goes big in Canada: Microsoft announced a landmark $19 billion ($13,718,912 USD) in AI investment for Canada between 2023 and 2027. Microsoft also launched a 5-point plan to promote and protect Canada’s digital sovereignty.
AI pushing AWS growth: Amazon Web Services grew 20% YoY to reach a $110 billion annualized run rate, with CEO Andy Jassy noting AWS’s AI business alone is “growing more than 3x faster at this stage of its evolution as AWS itself grew.”
Weighing in on Trump’s Nvidia decision: Trump’s Nvidia chip deal reverses decades of technology restrictions, but selling chips to China raises questions about prioritizing short-term economic gains over long-term security interests.
TSM upbeat over sales: Taiwan Semiconductor Manufacturing saw November sales rise 24.5% YoY in local currency (to the equivalent of $11.06 billion) — boosted by production of AI chips for Nvidia, Broadcom, and Apple.
Siemens and nVent partnership: The two companies are developing a liquid cooling and power reference architecture designed for hyperscale AI workloads, such as 100MW hyperscale AI data centers.
New data center approval in Texas: A $10 billion data center project recieved approval in Lacy Lakeview, Texas, with InfraKey Capital seeking to develop up to six data centers with 1GW of capacity in total.
