Juan Pedro Tomás
The AI infrastructure boom is moving from a phase of expansion to one of definition. The rush to build compute capacity has revealed a more complex question: who controls intelligence at scale — and on whose terms? As power grids tighten and regulatory scrutiny deepens, the race is shifting from pure growth to governance, resilience, and sovereignty.
In Canada, OpenAI’s exploration of local data center capacity signals how governments are starting to reclaim strategic control over infrastructure that underpins both economies and national security. Meanwhile, Phil Wong, of KPMG told RCR Wireless that the balance between public incentives and private speed is being tested in the U.S. market as developers navigate energy bottlenecks and permitting delays. And in the global market, a handful of hyperscalers and investors — led by Nvidia, OpenAI, Microsoft, and CoreWeave — are concentrating unprecedented capital and influence, raising the risk of overbuild and overexposure.
This next frontier of AI infrastructure will test not just engineering limits, but political and economic ones too — where sovereignty, sustainability, and market power intersect.
Juan Pedro Tomas
Editor
RCRTech
AI Infrastructure Top Stories
OpenAI eyes Canada capacity: OpenAI is exploring data center partnerships in Canada to support the country’s sovereign AI ambitions, extending its global infras push beyond Europe and the U.S.
The Who’s Who of AI infra: The past month has seen $700B+ in AI infrastructure commitments from Nvidia, OpenAI, Oracle, SoftBank, Microsoft, and CoreWeave — fueling growth but raising concerns about overbuilding and a potential bubble.
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AI Today: What You Need to Know
BMW’s big AI factory: BMW has opened a new AI car factory in Hungary – its “most innovative” production site anywhere. It integrates BMW’s in-house AIQX quality platform, autonomous transport systems, and real-time data analytics.
LG showcases AI DC cooling tech: LG Electronics, LG CNS, and LG Energy Solution unveiled their “One LG” integrated platform, including 1.4MW direct-to-chip cooling and AI-driven thermal control.
Google invests €5B in Belgium AI boost: Google will expand its Saint-Ghislain data center campus and build new renewable energy projects through partnerships with Eneco, Luminus, and Renner.
KSTAR debuts liquid cooling CDU: Shenzhen-based KSTAR launched its LiquiX Coolant Distribution Unit offering 600kW natural cooling, 400% higher heat dissipation, and 600% higher efficiency than air-cooled systems for AI workloads.
TSMC sales soar 30% on AI chip demand: The world’s largest semiconductor manufacturer reported record Q3 revenue of $32.5B, driven by booming orders from Nvidia, AMD, and Apple — reinforcing Taiwan’s critical AI supply chain role.
U.S. liquid cooling market accelerates: Johnson Controls and Microsoft-backed Corintis led major October investments in data center liquid cooling, as the U.S. market heads toward a $13B valuation by 2032 amid soaring AI workloads.
Wyoming joins America’s AI buildout: Related Digital broke ground on a $1.2B, 302MW AI data center campus in Cheyenne, creating 700 jobs and $250M in tax revenue while using air-cooled chillers to conserve water.
Thailand eyes clean-energy data hub: Ember’s new report urges Thailand to raise its solar and storage goals by up to 89%, predicting $1.8B in savings as AWS, Google, and NTT invest billions in renewable-powered AI data centers.
NTT expands Osaka DC campus: NTT Global Data Centers began construction on its 36MW Osaka North 1 campus, with the first 18MW facility set to open in early 2028, marking another major investment in Japan’s digital core.
