When it comes to AI infrastructure, “The bubble is the correction, not the collapse,” said Khasm Labs CEO Jim Brisimitzis in a compelling RCR Wireless Reader Forum entry.
AI Infrastructure Newsletter
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- AI Infrastructure Newsletter
Sovereign AI and specialized infrastructure are strategic imperatives in the AI landscape
Some communication service providers (CSPs) want to monetize their fiber networks, edge facilities, and data centers through GPU-as-a-service (GPUaaS) offerings, but AI and 6G infrastructure expert Vish Nandlall warns of …
- AI Infrastructure Newsletter
The restructured OpenAI – Microsoft relationship creates as many questions as it answers
While uncertainty about OpenAI’s governance and Microsoft’s stake is clarified, the deal introduces confusion about the definition of AGI and the entangled nature of competition in AI.
- AI Infrastructure Newsletter
Chips, data centers and engineers: All are evolving rapidly in the world of AI infrastructure
The economic and manufacturing challenges of creating monolithic chips is driving an evolution toward chiplet-based designs: small, functional blocks of silicon, each optimized for a specific task and combined within …
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Reliable network connectivity will be crucial to AI development and deployment in small communities. AI workloads and large-scale data center developments are accelerating the need for connectivity among hyperscale campuses, …
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The need for connectivity, performance, and resiliency has pushed companies to work across geographic boundaries and competencies, with hyperscalers, telcos, hardware manufacturers, and other stakeholders working together in novel ways.
- AI Infrastructure Newsletter
Record-level construction and investment in data centers continues around the world
According to TD Cowen, U.S. data center leasing in Q3 surpassed all of 2024, with a record 7.4 GW leased by hyperscalers, and an additional 10.2 GW of active deals …
- AI Infrastructure Newsletter
Your AI infrastructure is as good as your DNS strategy, and the resiliency of both cloud and network infrastructure
As the AI ecosystem expands and becomes more complex, it will be increasingly important to consider DNS a mission-critical component of AI infrastructure.
- AI Infrastructure Newsletter
Capex in AI infrastructure spills over to test-and-measurement market as data-center performance, efficiency grow in importance
The massive capital expenditure on AI infrastructure is creating a new and specialized market for testing and benchmarking, which in turn is driving collaborations between testing companies and infrastructure providers.
- AI Infrastructure Newsletter
California passes landmark AI laws, which undergo new scrutiny in OpenAI-Encode Dispute
Because California’s tech laws often serve as defacto national standard for other states, AI stakeholders are carefully reviewing a cluster of new bills that were passed last week by Governor …