Consortium of heavyweight investors includes Nvidia, Microsoft, Temasek, MGX, xAI, and Kuwait Investment Authority In sum – what to know: Largest deal of its kind. BlackRock says $40 billion is …
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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The Dutch government’s takeover this week of Chinese-owned Nexperia was an extraordinary move to “de-risk” and “decouple” for reasons of technological sovereignty and supply chain resilience, but the removal of …
- AI Infrastructure News
The Dutch takeover of Nexperia could be a landmark moment
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Susana Schwartz 3 minutes read The Hague’s intervention with the China-based company signals that Western governments may become more protective of supply chains, intellectual property and national security In sum – what to know: Protective …
- AI Infrastructure News
The who’s who of AI infrastructure and why it matters
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Susana Schwartz 2 minutes read The staggering size and circular nature of recent deals raises both hopes and concerns, so keeping track will inform industry and investment decisions about where to go from here. In …
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How AMD’s bold move shakes up the AI hardware landscape The OpenAI-AMD partnership could massively expand OpenAI’s compute capacity for GPT-5 while positioning AMD’s chips as a strong alternative to …