Susana Schwartz
OpenAI to purchase 750 MW of power from Cerebras
Susana Schwartz
Technology Editor
RCRTech
AI Infrastructure Top Stories
AI ripple effect in telecom: Ciena’s stock is up by over 160% over the last six months, reaching a record 20-year high — driven by the need for fiber, connectors, and optical packaging for connectivity within and between data centers.
DeepSeek’s Engram innovation: DeepSeek’s Engram is an architecture that offloads certain types of stored knowledge to cheaper, slower memory, as opposed to keeping it on expensive GPU hardware. This could reduce GPU memory costs.
Moody’s $3T projection: Moody’s 2026 outlook forecasts a $3 trillion data center investment wave over the next five years, driven primarily by Microsoft, Amazon, Alphabet, Oracle, Meta, and CoreWeave.
AI Today: What You Need to Know
OpenAI signs $10B deal with Cerebras: OpenAI has signed an agreement to purchase up to 750 megawatts of computing capacity over three years from Cerebras to power parts of its ChatGPT inference.
Trump orders 25% tariff on AI chips: To reduce reliance on foreign chip makers, the 25% tariff will be applied to Nvidia H200, AMD MI325X, and others. This follows a 9-month investigation under section 232 of the Trade Expansion Act of 1962.
TSMC to boost spending 40%: Taiwan-based TSMC, which reported a 35% jump in its net profit for the latest quarter, plans to increase its capital spending by as much as 40% this year, including in the U.S. and other markets.
Zio AI, Envirotech DC expansion: ZIO AI will take part in an immersion-cooled energy infrastructure pilot with Envirotech Vehicles, hoping to validate high-density cooling, power efficiency, and modular deployment frameworks.
Federal Reserve talks AI: The Federal Reserve Bank of Minneapolis CEO Neel Kahkari said “Consumer spending and AI investments in electrical infrastructure have kept the U.S. economy strong,” but acknowledged a slowdown in hiring.
ATA’s $750M insurance facility: Backed by major reinsurers, Advanced Technology Assurance launched the ATA Global Data Centre and AI Infrastructure Insurance facility, for underwriting global AI and data center infrastruc
