Following Anthropic’s “We Must Pace the Frontier” essay and subsequent calls by Elon Musk and Sam Altman for a global slowdown of AI development, there’s been some skepticism about the …
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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While some state and municipal lawmakers are freezing or banning data center construction because of water and energy concerns, others are trying to strike a delicate balance between economic growth …
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According The Information’s article “Why AI Companies are Building Out Wall Street-Style Finance Teams,” AI labs and infrastructure providers are managing massive Capex requirements with the help of experts in …
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When maximizing power efficiency can lead to higher water consumption and community backlash In sum, what to know: Increasingly, communities and institutional investors are pressing hyperscalers and data center developers …
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Growing pressure from communities and institutional investors is forcing data center developers to disclose site-level water and power usage, driving a shift toward tailored, integrated cooling technologies.
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Corning and Qualcomm stocks rallied yesterday, along with other AI-related stocks that got a boost from the Corning-Verizon deal, and the Qualcomm-AWS deal. For example, Intel surged 9%, while AMD …
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Qualcomm is expanding rapidly from its mobile roots into AI data center infrastructure, today announcing with Amazon Web Services that it will co-develop custom AI inference chips and optical digital …
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Goldman Sachs makes a striking revision in “Exchanges,” predicting that global data center power could rise 170% by 2030 from 2025 levels.
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The massive throughput for training models and the ultra-low latency needed for inference is drawing attention to physical network upgrades—both on the ground and in the air.
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A week ago, President Trump signed Executive Order 14420, which details security risks associated with data centers, AI, and advanced manufacturing.