Kelly HillKelly Hill
Executive Editor
RCRTech
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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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.
CoreWeave is the latest company to report on quarterly earnings that showed strong growth in AI infrastructure revenues — along with ballooning capex that reflects the steep costs of scaling an infrastructure business.
Cisco closed fiscal 2025 with AI infrastructure orders surpassing $2 billion—double its goal—and locked in two $1 billion webscale deals for 2026, underscoring hyperscalers’ accelerating network buildouts.
AI may be driving some workforce cuts, but it’s also generating various new jobs — and in both AI infrastructure and AI in general, finding enough of the right people is definitely an industry pain point.
Equinix’s Tiffany Osias spoke at a KeyBanc conference this week to give us all a reality check on the “hard business” of building data centers — and a look at how Equinix is positioning itself to execute on hyperscale data center opportunities rather than get caught up in what her IR colleague Chip Newcom calls the “bragawatts”
Both the cellular and satellite industries are racing to be first in a new market of converged 5G Non-Terrestrial Network (NTN) services. 2025 is seeing an increase in both NTN-equipped satellite launches and service launches.
The biggest story in AI right now is the unusual-to-say-the-least deal that the Trump administration has struck with Nvidia and AMD.
Deutsche Telekom and Orange are taking bold steps to strengthen AI capabilities and data sovereignty.
The AI investments just keep coming: Yesterday, it was Apollo buying Stream Data Centers. Today, Brookfield Asset Management stakes its claim in the AI-driven data center boom, outlining a dedicated AI infrastructure strategy with $33 billion already in play supporting European projects — and more to come.
That’s a pretty big declaration. And it came from no less a tech authority than Apple CEO Tim Cook — who also said that Apple has catch-up work to do in AI, and the company is shifting investments and people to focus on AI accordingly.
Today’s news gets at the heart of the “how” of AI infrastructure: How is it being built, both physically and as a business?
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