That may be overstating it, but AI’s rapid acceleration is definitely reshaping global technology strategies. Today, we have three examples. First, Alibaba Cloud reported a 26% year-over-year revenue surge — far outpacing its parent company’s overall growth — driven by heightened demand for AI services and international partnerships. Fujitsu, through its 1Finity unit, is integrating AI compute with a bundled solution tailored for enterprises, network operators, and data centers, to navigate AI-driven workloads. Meanwhile, Reliance Industries is making an AI push through Reliance Intelligence, a new joint venture focused on building green, gigawatt-scale data centers and delivering enterprise AI solutions designed to establish India as a global hub for AI innovation. Taken together, these developments reflect how AI demand (current and anticipated) is fueling investment in cloud, networking, and data center infrastructure around the world. But wait, there’s more … (news, that is!) 🗞️
Kelly Hill
Executive Editor
RCRTech
AI Infrastructure Top 3
AI growth fuels Alibaba Cloud: Alibaba Cloud posted 26% YoY revenue growth, fueled by surging demand for AI services and global partnerships, far outpacing Alibaba’s overall 2% growth.
Fujitsu’s AI network bundle: 1Finity will bundle AI compute services from its parent Fujitsu with AI network management software from Arrcus for network, enterprise, and data center operators.
Reliance unveils AI push: Reliance Industries is doubling down on AI with Reliance Intelligence, a joint venture set to deliver green, gigawatt-scale data centers and enterprise AI solutions aimed at making India a global AI hub.
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AI Today: What You Need to Know
The infra gold rush: Institutional investors are flocking to digital infrastructure, funding data centers and energy projects amid surging AI demand. With record-low vacancies, fierce competition, and trillions projected, careful project selection is key.
Ethereum banks on agentic AI: Google and Amazon are racing to build AI agent economies. Ethereum, with ERC-8004, aims to provide payments, identity, and trust — positioning itself as the foundational layer for autonomous machine transactions.
Phantom data centers: America’s utilities face massive AI-driven power demand. They are also grappling with uncertainty from “phantom” data center requests, when overlapping interconnect requests are made that may never materialize.
Behold, AI: With most new tech, early adopters tend to be those who have a good understanding the tech. With AI, the enthusiastic early adopters seem to be the folks who don’t know much about how it works, but marvel at the output.
AI in the mirror: Microsoft AI CEO Mustafa Suleyman says humans aren’t ready for AI that mimics human thought processes so well that humans think AI systems are conscious beings, and guardrails are needed.
Cleaning up AI slop: AI was supposed to replace freelancers, but its flaws are fueling new demand: People are being hired to fix the botched logos, writing, and code that AI churns out.
Reviving another nuclear site: Iowa’s Duane Arnold nuclear plant aims to restart by 2028, following sites like Three Mile Island, to supply data center-driven demand and add 600 MW to the grid.
Four-day work weeks?: Nvidia CEO Jensen Huang predicts AI’s productivity boom could enable four-day work weeks, but expects busier lives as new ideas emerge, driving GDP growth. Nvidia recently posted record $46.7B Q2 earnings.
Gen AI 101: What’s a token, anyway? Here are the basics of generative AI and the transformer architecture, plus GPU-accelerated parallel processing and a comparison to traditional AI.
DC rules in GA: Georgia is looking at creating additional project review and disclosures around water and power use, to include data centers of 300,000+sf in cities and suburbs, and 500,000+sf in rural areas.
