Talk about large-scale: Yesterday, Alphabet became the fourth company ever to reach a $3 trillion market value, joining Nvidia, Microsoft, and Apple. It’s no coincidence that so much of their valuations are driven by investors’ enthusiasm for all things AI. Meanwhile, in the U.K., some more big numbers, with Nvidia and OpenAI preparing multi-billion-dollar data center investments with Nscale. On a smaller scale, in today’s stories you’ll also see BlackRock investing in U.K. data centers — but to modernize 5-20 MW locations rather than build hyperscale sites. Because being big doesn’t mean you’re invulnerable. Nvidia’s stock wobbled this week, because China’s market regulator accused the company of violating anti-monopoly laws amid escalating U.S.-China trade tensions, semiconductor restrictions, and ongoing talks in Madrid to address chip exports and TikTok’s future. Read the AI news of the day, big and small, below!
Kelly Hill
Executive Editor
RCRTech
AI Infrastructure Top 3
Billions pledged for UK AI: Nvidia and OpenAI are preparing a multi-billion-dollar investment in U.K. data centers with Nscale, timed with President Trump’s visit, expanding GPU capacity and aligning with UK incentives for AI growth.
Ericsson adds agentic AI: Ericsson has integrated agentic AI into its NetCloud management platform for private 5G and wireless WAN to boost automation, increase reliability, and lay the groundwork for fully autonomous 5G networks.
Next-gen memory: SK Hynix has developed the world’s first HBM4 chip and it is ready for mass production, doubling bandwidth and boosting efficiency while reinforcing the company’s position in the AI memory race.
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AI Today: What You Need to Know
Alphabet at $3T: Alphabet became the fourth company to hit $3 trillion in market value, joining Nvidia, Microsoft, and Apple. The rarified club consists of tech giants boosted by surging investor enthusiasm for artificial intelligence.
China accuses Nvidia: China’s market regulator accused Nvidia of breaching anti-monopoly laws amid ongoing U.S.-China trade tensions, semiconductor restrictions, and Madrid talks aimed at resolving disputes.
Microsoft, OpenAI reset: Microsoft and OpenAI signed a non-binding deal to reshape their partnership, enabling OpenAI’s for-profit restructuring and IPO plans while ensuring Microsoft retains access to critical AI technology.
AI stress-tests 5G: As AI, 5G, and edge computing collide, telecom networks face unpredictable strain. Traditional architectures buckle under new demands. Reliability must be built in, now.
AI users, AI use: What are people using AI for? Not work, mostly. That’s one of the takeaways from a new research paper using internal data from OpenAI, which found 72% of queries to ChatGPT were non-work-related.
Modernizing small DCs: BlackRock acquired a West London data center as part of a new venture, Gravity Edge, with a plan to invest millions of dollars to modernize underutilized 5–20 MW sites instead of building new hyperscaler facilities.
Rural DC impacts: A bipartisan bill has been introduced, the Unleashing Low-Cost Rural AI Act, which would require federal agencies to assess AI data centers’ impacts on rural communities, energy costs and infrastructure.
AI goes phishing: A Reuters investigation shows how easy it is to use popular AI chatbots to plan and execute phishing scams, illustrating that existing guardrails are ineffective, despite models being trained not to collude in crimes.
BEAD for AI?: The governor of Louisiana wants to use leftover BEAD money to fund AI, education, workforce, and healthcare initiatives, but it’s unclear if the Trump administration would rather reclaim unspent money.
CA’s AI disclosure bill: A California bill that would require disclosure of AI use in consequential decisions like hiring and housing stalled in the state assembly; action has been postponed for further stakeholder input.
