Kelly Hill
Executive Editor
RCRTech
AI Infrastructure Top 3
CoreWeave seeks scale: CoreWeave had a stronger than expected quarter as it responds to massive AI infrastructure demand. But the stock has been in a slide for several days, as investors weigh its losses and high capex spending.
Power is new bottleneck: North America’s data center sector is at a tipping point: record-low vacancy, soaring power costs, and trillion-dollar investment forecasts are reshaping how operators, cloud giants, and investors plan for the digital future.
SKT expands AI capacity: SK Telecom and Vast Data are building Korea’s largest sovereign AI infrastructure, using Nvidia supercomputers and promising to cut GPU provisioning times from weeks to minutes in support of government-backed AI.
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AI Today: What You Need to Know
Meta’s fourth restructure: Meta’s fourth AI restructuring in six months highlights competition with OpenAI and Google, regulatory challenges, and low enterprise readiness – reflecting a maturing tech sector that is also adapting.
Hail the cloud: A case study from GCP on how Uber — which handles more than 100,000 concurrent trips and more than a million HTTP requests per second — rearchitected its routing and architecture to improve latency.
Yondr expands: Yondr acquired a 163-acre site in Lancaster, Texas, for a 550 MW data center campus that is expected to break ground next year. It is the company’s second U.S. project and first expansion under a new CEO.
UK AIDC surge: U.K. data centers will expand nearly 20% to meet AI-driven demand, with major projects by Google, Microsoft, and Blackstone. But growth is sparking concerns over energy, water use, and consumer costs.
Energy demands: Xcel Energy faces surging data center power demand in Colorado. It estimates costs at $22 billion for 12–14 GW of expansion by 2040, but risks stranded assets and higher ratepayer costs if demand ultimately falls short.
AI hacks genes: DNA repair follows patterns. So researchers developed Pythia, an AI tool that can predict DNA repair patterns post-gene editing, and used the AI’s templates to guide genetic changes in human cell cultures, lab mice and frogs.
SoftBank’s $375M AI move: SoftBank has bought Foxconn’s Ohio factory for $375 million, converting it into an AI data center hub to accelerate the $500 billion Stargate AI project.
AI-arrgghhh!: Generative, agentic, physical AI, and AGI represent escalating capabilities that are driving transformation, disruption, risks, and urgent debates over regulation, sustainability, and societal impact.
Rolls-Royce goes nuclear: Rolls-Royce is exploring AI operations fueled by Small Modular Reactors (SMRs) to provide the necessary power. Its CEO says: “There is no private company in the world with the nuclear capability we have.”
Texas AG targets AI: Texas AG Ken Paxton has announced an investigation into AI chatbots like Meta AI Studio and Character.AI, citing concerns about manipulation of vulnerable users, and deceptive practices around data privacy.
