Nvidia has signed MoUs for $500 billion of private credit and private equity from six major Wall Street firms: Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR.
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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- AI Infrastructure Newsletter
Helios high-fidelity quantum computer to be installed in Oracle OCI AI data center
Quantinuum and Oracle today announced they will partner to physically place a high-fidelity quantum computer directly inside Oracle’s AI data center (as opposed to routing workloads through external network brokerage).
- AI Infrastructure Newsletter
Can data center developers ‘do better’ amid growing community opposition?
Opposition to data centers is now a major constraint for developers, with $130 billion to $170 billion in data center projects paused or stopped by community backlash.
- AI InfrastructureAI Infrastructure News
What can data center operators do better amid community opposition?
Consider brownfield locations when possible, abandon isolated real estate transaction models for ecosystem-shaping models, and engage communities early on In sum, what to know: When it comes to data center …
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If Reuters reporting last week is correct, the Trump administration and FCC are considering a ban on Chinese-manufactured fiber-optic cables used in U.S. data centers. If that happens, what would …
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Financial analyst consensus for 2026 Capex across Amazon, Microsoft, Alphabet, and Meta comes in at around $750 billion – $890 billion. Consequently, the AI infrastructure bottlenecks go far beyond GPUs, …
- AI Tech TalkAI InfrastructureAI Infrastructure News
Equinix as the ‘connective tissue’ of digital business
Equinix is a global leader in digital infrastructure, colocation data services, interconnection solutions, and multi-tenant data centers. In addition to building and managing massive physical facilities, the company has 500,000 …
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Equinix has long been recognized in the AI industry as a critical foundational infrastructure and interconnection provider, praised for its commitment to its business and enterprise customers, its vendor-neutral ecosystem, …
- AI Infrastructure Newsletter
More ‘hands-on’ AI regulation of advanced closed-source models, but not of open-source
The Trump administration is walking a tightrope between promoting U.S. AI leadership while at the same time ensuring cybersecurity protections against growing risks.
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Today, President Trump meets with Meta, Anthropic, OpenAI and Google to discuss “voluntary government safety testing” of AI labs’ advanced models for cybersecurity and hacking capability assessments. Embedded in those …