With U.S. President Donald Trump on the way to Davos for the next day of sessions, there was plenty of speculation about how geopolitical trade restrictions would affect the AI …
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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“A Spirit of Dialogue” is the theme at the World Economic Forum in Davos, which kicked off yesterday with CEOs from BlackRock, Microsoft, Google DeepMind, Anthropic, and other prominent AI, …
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The news that BlackRock has raised $12.5 billion of its projected $30 billion in private equity for its Microsoft-backed venture, the “Global AI Infrastructure Investment Partnership,” shows that support from …
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Today the Wall Street Journal broke the news that OpenAI will purchase up to 750 megawatts of computing power from Cerebras over the next three years. The collaboration is purported …
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Mark Zuckerberg was burning up Threads this week with announcements about a new AI infrastructure initiative, Meta Compute; investment in three massive nuclear plants (Oklo, TerraPower, and Vistra for 6.6 …
- AI Infrastructure News
Meta aggressively enters AI arms race with ‘Meta Compute,’ new president, massive nuclear deals
In sum – what to know: Meta shifts focus to AI infrastructure: Meta plans as much as $600 billion in U.S. investments by 2028. 6.6 GW of nuclear power: Deals …
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The continued consolidation of connectivity and AI infrastructure reveals a growing demand for high-capacity, low-latency connectivity in 5G, AI, and edge computing.
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In 2026, Gallium Nitride (GaN) is expected to transition from a highly specialized power material to a mainstream industrial standard, particularly driven by the immense power demands of AI data …
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GaN could be a game-changing semiconductor material that brings energy efficiency to AI data centers Gallium Nitride (GaN) is increasingly used in data centers for improving power supply efficiency, increasing …
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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 …