In AI, a “token” is a basic unit of data (like a piece of a word) that an AI model processes or generates. AI infrastructure generates revenue only when it …
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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Yesterday, AT&T announced it would take a 50% stake in a venture combining Gigapower with Forged Fiber 37, which holds AT&T’s Lumen’s fiber assets. The goal is to bring two …
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A new open-weight contender has entered the ring, and though it’s a start-up, it has the clout of two former Google DeepMind researchers, the backing of Nvidia, as well as …
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AT&T recently signed a multi-year agreement exceeding $3 billion with Corning to procure fiber and cable for its nationwide broadband buildout of 60 million locations by 2030 – a core …
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Following disclosures from Anthropic’s IPO filing, Broadcom’s Wall Street syndicate is gathering $60 billion in financing to fund AI chips for Anthropic and other firms. Blackstone is making the deal …
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Below in “Top Stories,” my colleague James Blackman looks at the AT&T and Corning $3 billion deal – a major commitment to expand high-speed fiber internet to 60 million U.S. …
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Will replacing one term with the other create confusion and a semantic barrier at a time when clarity is necessary? And can the industry “self police”?
- AI InfrastructureAI Infrastructure News
Data centers need proactive, intentional community engagement
Fight data center misinformation and achieve 8:1 margins in education versus value protection Community pushback has become one of the most disruptive operational and legal bottlenecks for data center delivery, …
- AI Infrastructure Newsletter
Data center developers: initiate proactive, intentional community engagement
Community opposition has become one of the most disruptive operational and legal bottlenecks for data center delivery with grassroots groups and local opposition successfully blocking or delaying more than $68 …
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Physical data center space, high-density industrial zoning, immediate MW capacity, and fiber connectivity are just some of what’s being discussed at Yotta Many of the conversations at Yotta 2026 in …