With $81.62 billion in revenues, Nvidia beat Wall Street expectations. Its solid Q1 2027 was detailed on an earnings call with CFO Colette Kress, who noted $38 billion (or about …
AI Infrastructure Newsletter
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Just as the Trump administration scrapped plans today for an executive order to vet powerful new AI models before they are released publicly, Governor Newsom issued executive order N-6-26 – …
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This week’s massive deal between Blackstone and Google is meant to bypass Nvidia’s hardware monopoly, with Blackstone committing an initial $5 billion in equity to launch a new, dedicated AI …
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Recently RCRTech interviewed HPC and AI infrastructure pioneer David Driggers, who, as CEO and founder of Cirrascale, has architected specialized, bare-metal server solutions explicitly optimized for heavy multi-GPU deep learning …
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According to AFCOM’s 2026 State of the Data Center Report, the average data center rack density has officially hit 27 kW per rack – a 69% increase from the previous …
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President Trump and Chinese President Xi Jinping held discussions on AI “guardrails” to prevent automated escalations between the two countries’ militaries. OpenAI and others proposed a joint global AI watchdog …
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President Trump and his delegation of business and tech leaders were greeted by President Xi in a lavish ceremony that included a spartan military and honor guard so precise and …
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Beyond the simple “NVIDIA alternative” or “Intel alternative” narrative, AMD is building a story around the enterprise market, balancing, or perhaps, combining, its CPU story with its growing GPU story.
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3M today announced a new MSA for a coalition working to advance and scale optical connections in AI data centers. Along with 3M, 17 other companies have joined, including Oracle, …
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As we’ve written before, surging power demand from AI data centers is driving a nuclear revival. Last week, Bill Gates-backed TerraPower broke ground in Kemmerer, Wyoming, marking the construction of …