Billions flow into AI infra
The pace of investment in AI infrastructure is accelerating worldwide, with billions pouring into new ventures, massive cloud agreements, and record levels of data center construction.
Juan Pedro Tomás
Billions flow into AI infra
The pace of investment in AI infrastructure is accelerating worldwide, with billions pouring into new ventures, massive cloud agreements, and record levels of data center construction. CoreWeave is launching a venture arm to back AI startups with capital and infrastructure, OpenAI has signed one of the largest cloud contracts ever with Oracle to expand capacity, and U.S. data center spending has hit an unprecedented $40 billion in June. Together, these developments highlight how demand for AI workloads is reshaping the entire digital ecosystem — from startup funding and chip supply to the power grids that keep it all running. More below!
Juan Pedro Tomas
Editor
RCRTech
AI Infrastructure Top 3
CoreWeave sets up investment unit: CoreWeave has launched CoreWeave Ventures, a new unit to invest in AI startups by providing capital, infrastructure access, and technical guidance as demand for specialized AI platforms and tools accelerates.
OpenAI, Oracle seal $300B deal: OpenAI signed a $300B, five-year cloud deal with Oracle as part of the $500B Stargate AI project.
U.S. data centers surge: U.S. data center spending reached a record $40B in June, driven by AI growth from major cloud providers, with the boom straining electricity demand and raising new challenges for utilities and policymakers.
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AI Today: What You Need to Know
AI’s trillion-dollar buildout: From steam engines to electricity, big ideas need bigger infrastructure and AI is no exception with over $1 trillion in spending expected this decade to power adoption.
AI infra diverges: Unlike standard facilities, AI data centers depend on GPUs, liquid cooling and high-speed networks to handle massive unstructured data and rapid scaling for advanced workloads.
Edge market doubles: Valued at $50.86 billion in 2025, edge data centers are set to hit $109.20 billion by 2030 as low-latency demand for AI, 5G, IoT and immersive tech accelerates.
Cooling AI worldwide: Sheffield’s CSH secured £250,000 in financing to meet global demand for its liquid cooling systems enabling exports to Europe, Asia and the Middle East.
Scaling AI at AWS: Amazon is investing in GPUs, custom chips and resilient networks using SageMaker HyperPod to cut costs, speed training and manage massive model deployments.
Energy costs spike: Illinois households face doubled bills as AI data centers drive electricity demand with studies warning U.S. data centers could consume up to 9% of power by 2030.
Power takes center stage: AI data centers face grid shortages, extreme rack power density, cooling needs, renewable supply limits and strained hardware chains making power the critical barrier to scaling.
Investments accelerate: The US AI data center market is set to expand from $0.20 billion in 2024 to $2.68 billion in 2035 growing 24% annually as operators race to build AI-ready capacity.
China’s AI industry surges: China now counts over 5,000 AI companies with 40,000 smart factories, pilot innovation zones, an $8.4 billion national fund and new standards driving global competitiveness.
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Industry Resources
Chips and factories set the pace
AI infrastructure is shifting gears fast. OpenAI is moving beyond Nvidia, locking in a $10 billion deal with Broadcom to mass-produce its own chips from 2026.
AI chips hit inflection point
The AI data center chip market is still surging, with Omdia projecting $286 billion by 2030, though growth is already slowing after a rapid 2022–2024 run and spending is expected to peak by 2026 before easing in subsequent years.
AI infra’s two-speed race
AI infrastructure is being built at breakneck speed, and the strategies are diverging. At the hyperscale end, Meta just signed a reported $10 billion deal with Google Cloud to secure the compute power for its 1.3 million GPU ambitions.
AI infra demand hits new heights
The race to build AI-ready capacity is heating up, with Dell’Oro forecasting the physical data center infrastructure market to reach $63.1 billion by 2029, growing at a 15% CAGR on the back of liquid cooling, busway systems, and hyperscaler-scale deployments.
AI Infrastructure Power Play
The explosive demand for AI is reshaping the energy equation. As hyperscalers and enterprises deploy high-density compute infrastructure to train and run AI models, electricity consumption is surging. Utilities, regulators, and data center operators must now collaborate to expand grid capacity, accelerate clean energy adoption, and manage load demands—all while navigating public scrutiny and sustainability goals.
Europe has its AI (OpenAI) moment
OpenAI is taking a bold step with its first data center initiative in Europe: Stargate Norway.
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