CES 2026 is ending today, and Sean Kinney, RCR Tech principal analyst wrote a summary of the top AI news from the show, with each section written at a different …
Susana Schwartz
Susana Schwartz
Susana Schwartz is the Technology Editor for RCRTech’s AI Infrastructure Newsletter, covering AI infrastructure, data center investments, the AI chip landscape, alternative accelerators, power requirements, racks, real estate and leasing, liquid cooling, AI infrastructure chips, and all things related to AI infrastructure. Prior to RCR Tech, Susana was Managing Editor with Billing World & OSS Today Magazine, Telephony Magazine, Connected Planet Online, Telecom Asia, and Pipeline, as well as a writer and researcher with TM Forum’s Insights (formerly known as Research and Publications). When she’s not writing, Susana enjoys riding horses, racquet sports, rollerblading, and trying to keep up with her very-busy teenage son.
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The fact Anthropic is raising fresh capital with a valuation of $350 billion, almost double its previous $183 billion valuation, is indicative of how much capital is concentrated into a …
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Cooling system and HVAC stocks such as Johnson Controls, Modine Manufacturing, Trane Technologies, and Carrier Global saw sharp declines after Nvidia CEO Jensen Huang’s CES remarks that new Rubin AI …
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Can an assembly-line approach to high-density AI compute-in-a-box present a componentized answer to inefficient brick-and-mortar data centers? In sum – what to know: High-density AI cubes — Each cube offers …
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The blazing speed needed for autonomous vehicles, real-time financial trading, robotic surgery, virtual assistants, chatbots, and real-time fraud detection doesn’t come easy.
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The SoftBank acquisition of data center firm DigitalBridge was big news, and it came on the heels of completing its $41 billion commitment to OpenAI.
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OpenAI is clearly enjoying its freedom now that it’s no longer shackled to Microsoft in terms of exclusive compute control.
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Today, a final House vote on the SPEED Act will take place — an attempt to reform the National Environmental Policy Act, with language that would “rein in the endless …
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A couple weeks ago, IBM CEO Arvind Krishna raised some eyebrows during a Decoder podcast in which he said there’s “no way” hyperscalers will turn a profit at the current …
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Today Marvell Technology was named the “Bull of the Day” by Zacks Equity Research, highlighting the company’s strength in the AI and data center markets.