In yet another staggering infrastructure investment, Anthropic is hoping to power Claude’s exponential growth by investing $35 billion for long-term compute access through Nvidia-backed Lamda (with Nvidia itself holding 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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In another example of what some criticize as “circular financing,” Nvidia is investing $3.5 billion in convertible bonds issued by MediaTek, with MediaTek adopting the Nvidia NVLink Fusion platform and …
- AI Tech TalkAI Infrastructure News
Schneider Electric’s Sébastien Cruz-Mermy discusses data center innovation
Power distribution optimization is driving 800Vdc solutions that will move operators beyond standard side-car deployments Sébastien Cruz-Mermy, vice president of Data Center Innovation and Tech Explore League, has spent 18 …
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In this week’s RCRTech AI TechTalk, I speak to Sébastien Cruz-Mermy about high-density AI workloads and the phased approach many data center operators are taking toward 800Vdc.
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TIME’s 2026 TIME100 AI list reflects a bigger focus on hardware manufacturing as a major focal point of the AI revolution.
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ICT expert and WiseHarbor founder Keith Mallinson, whose “Nerds and Herds” predictions set realistic timelines for monetization around 5G AI, today highlights the risks in AI infrastructure investment in RCRTech’s …
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Data center REITs are one of the top-performing real estate subsectors, with total returns surging roughly 36%. Local moratoriums, energy grid constraints, and community pushback may actually be increasing the …
- AI Infrastructure Newsletter
Siemens and Reinhausen to mass produce compact, solid-state transformers
Siemens and Reinhausen announced recently that they will work together to develop and mass produce a solid-state transformer for high-density AI data centers.
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Texas is becoming a proving ground for the most fundamental AI infrastructure questions. Soon to overtake Virginia as the data center capital of the world, Texas has approximately 474 GWs …
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Texas is becoming a proving ground for the most fundamental AI infrastructure questions. Soon to overtake Virginia as the data center capital of the world, Texas has approximately 474 GWs …