Anthropic has for the first time surpassed OpenAI in quarterly revenue, bringing in $11.6 billion in Q2 2026 compared to OpenAI’s $6.7 billion. The company is on track to generate …
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.
-
- AI Infrastructure Newsletter
In this NY county, nuclear is an essential part of community, and soon, the budding AI industry
Today, I’m visiting the southeast shore of Lake Ontario to see New York’s Oswego nuclear facility. Here, Constellation Energy wants to add a newer small modular reactor in the same …
-
With average deployed rack density now hitting 27kW, and AI clusters as dense as 100 kW, advanced fiber optics and passive optical connectivity are enabling facility designers and engineers to …
-
RCR AI TechTalk with Corning’s Brian Rhoney, vice president of data center market development This year marks Corning’s 175th anniversary and its evolution from creating glass envelopes for Thomas Edison’s …
-
Record-high copper prices of $6.60 per pound (as of publishing) will further accelerate the architectural transition from copper to fiber, as well as higher-voltage power delivery. Increasingly, data center architects …
-
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.
- 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 …
-
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 …