In alignment with the Trump administration’s news on Monday about a national AI framework, the president this week re-stacked the President’s Council of Advisors on Science and Tech (PCAST), thus …
AI Infrastructure Newsletter
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Google yesterday touted its TurboQuant as a significant efficiency breakthrough for “extreme compression” – news that convinced many investors that physical memory and HBM might not be so crucial anymore, …
- AI Infrastructure Newsletter
Trump AI framework: December was ‘operational,’ March is ‘aspirational’
As a follow up to Monday’s news that the Trump administration doubled down on its December executive order with a national AI policy framework , I did a quick Q&A …
- AI Infrastructure Newsletter
Oracle ‘pulls back curtain’ on the 3 dimensions of connectivity that define AI-era networking
With 373 GW of global capacity, and 22 GW under construction, “Global AI demand is driving more infrastructure build in 3 years than in the past 30,” said Dean Nelson …
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The White House on Friday released a National AI Legislative Framework that provides a “roadmap” for members in the House and Senate to preempt state laws with a “single national …
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At a recent press conference, Federal Reserve Chair Jerome Powell said AI-driven data centers are “probably driving inflation,” at least in the short term.
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RCR’s AI Tech Talk features an interview with CBRE’s Pat Lynch, executive managing director for Data Center Solutions, and Gordon Dolven, director of Data Center Research, Americas about CBRE’s recently …
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Bloomberg today reported that U.S. construction spending on data centers officially surpassed spending on office buildings for the first time. Tomorrow, RCR TV will feature an interview with CBRE Data …
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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 …
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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 …