Juan Pedro Tomás
A new phase of the AI infrastructure boom is unfolding as OpenAI extends its reach deep into the global supply chain — from power systems to GPUs and data center design. In Japan, Hitachi will equip OpenAI’s next-generation facilities with transmission and distribution technology to cut energy use across the Stargate network. In the U.S., AMD’s multi-year, 6-gigawatt GPU pact positions it as a credible rival to Nvidia while reshaping compute economics. Meanwhile, Schneider Electric and Nvidia have unveiled new reference designs to standardize liquid cooling and power management for AI clusters. Together, these moves mark a decisive shift toward integrated, energy-optimized AI infrastructure. Let’s take a closer look.
Juan Pedro Tomas
Editor
RCRTech
AI Infrastructure Top 3
Hitachi powers OpenAI expansion: OpenAI partners with Hitachi to co-develop energy-efficient power systems for AI data centers under the $500 billion Stargate project, while granting Hitachi access to its LLM for Lumada integration.
The AMD-OpenAI compute play: AMD’s multi-gigawatt GPU deal with OpenAI could redefine the AI compute market, reducing Nvidia’s dominance, and linking both companies’ futures through a strategic equity and infrastructure partnership.
Schneider, Nvidia unveil AI designs: Schneider Electric introduced two new AI data center reference designs co-engineered with Nvidia, focused on power, cooling, and control interoperability for next-gen AI factories using Blackwell GPUs.
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Carrier debuts AI cooling suite: Carrier will debut its QuantumLeap cooling suite at Data Centre World Asia, introducing integrated air and liquid solutions designed to enhance efficiency and scalability for the region’s expanding AIDCs.
Entergy powers Google’s Arkansas expansion: Google’s first Arkansas data center will run on Entergy’s renewable-backed grid, bringing $1.1 billion in lifetime benefits and a $25 million community fund for local energy affordability.
Five things to know about liquid cooling: AI’s growing power needs are pushing data centers beyond air cooling. Liquid systems cut energy use by up to 30% while boosting chip performance and sustainability.
Lancaster considers AIDC rules: Lancaster, Pennsylvania debates new ordinances on AI data centers amid resident concerns over energy use, noise, and costs, following proposals for two major local developments.
Smartkem, Jericho plan AI-energy merger: Smartkem and Jericho Energy Ventures signed a letter of intent to create a U.S.-owned AI infrastructure firm combining semiconductors and renewable power technologies.
MiTAC, Tonomia link renewables and AI: Belgium’s Tonomia and Taiwan’s MiTAC will co-develop renewable-powered GPU clusters, using solar and battery systems to decarbonize AI workloads across global data centers.
Google eyes six Iowa data centers: Google plans up to six new data centers near the Duane Arnold nuclear site in Linn County, Iowa, funding a water-use study for the proposed mega-campus.
ENGIE lands new cooling deals: ENGIE Refrigeration secured data center cooling deals in Korea and the Netherlands totaling 95 MW, highlighting demand for energy-efficient AI infrastructure solutions worldwide.
Applied Materials unveils AI chip tools: Applied Materials introduced three new systems—Kinex, Xtera, and PROVision 10—to boost AI chip efficiency, 3D stacking, and transistor performance at 2 nm and beyond.
