Today RCRTech takes a closer look at Meta’s increasingly aggressive AI-forward strategy, not only with yesterday’s Nebius deal, but other decisions that show Meta’s willingness to diversify to win 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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With Nebius deal, Meta is doing whatever it takes to build out or acquire data centers, silicon, and software – both reducing its reliance on other players and diversifying who …
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Meta is up 3% this morning after Reuters reported the company is weighing layoffs for at least 20% of its workforce to offset $135 billion in AI infra spend for …
- AI Infrastructure Newsletter
Microsoft, Google DeepMind, OpenAI back Anthropic in lawsuit against Pentagon
As RCRTech reported last week, U.S. Secretary of War Pete Hegseth had issued an ultimatum to Anthropic CEO Dario Amodei about allowing the military unfettered access to Claude.
- AI Infrastructure Newsletter
Data centers: they can build capacity, but can they protect ‘affordability’?
Can AI data centers “add resilience to the grid and boost affordability,” as stated by Alphabet President and CIO Ruth Porat on stage at yesterday’s BlackRock US Infrastructure Summit, held …
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The March 11 deadline has arrived – the critical “action date” for federal agencies like the Department of Commerce (DOC) and Federal Trade Commission (FTC) to implement core directives under …
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Attempts to halt or preempt state AI rules with will be determined by today’s deliverables from Commerce Dept. and FTC The March 11 deadline has arrived – the critical “action …
- AI Infrastructure Newsletter
Iran war reveals data centers are targeted as ‘critical infrastructure’
The Middle East boasts cheap energy and large masses of land, which has brought nearly $300 billion in projected AI investments in the Gulf. But the U.S. and Israeli-led war …
- AI Infrastructure News
Nuclear power is essential for modern data centers, but its complexity is growing
Fraught with complex legal and regulatory hurdles, data center developers need specialists to navigate complex land rights, leases, and PPAs. In sum, what to know: Nuclear power. It’s the only …
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Nuclear power is the only carbon-free, 24/7 baseload power capable of meeting the massive energy and 5-9s (99.999%) reliability demands of modern data centers, but collocating data centers with nuclear …