Qualcomm is expanding rapidly from its mobile roots into AI data center infrastructure, today announcing with Amazon Web Services that it will co-develop custom AI inference chips and optical digital …

Goldman Sachs makes a striking revision in “Exchanges,” predicting that global data center power could rise 170% by 2030 from 2025 levels.

The massive throughput for training models and the ultra-low latency needed for inference is drawing attention to physical network upgrades—both on the ground and in the air.

A week ago, President Trump signed Executive Order 14420, which details security risks associated with data centers, AI, and advanced manufacturing.

In yet another staggering infrastructure investment, Anthropic is hoping to power Claude’s exponential growth by investing $35 billion for long-term compute access through Nvidia-backed Lamda (with Nvidia itself holding the …

In another example of what some criticize as “circular financing,” Nvidia is investing $3.5 billion in convertible bonds issued by MediaTek, with MediaTek adopting the Nvidia NVLink Fusion platform and …

In this week’s RCRTech AI TechTalk, I speak to Sébastien Cruz-Mermy about high-density AI workloads and the phased approach many data center operators are taking toward 800Vdc.

TIME’s 2026 TIME100 AI list reflects a bigger focus on hardware manufacturing as a major focal point of the AI revolution.

ICT expert and WiseHarbor founder Keith Mallinson, whose “Nerds and Herds” predictions set realistic timelines for monetization around 5G AI, today highlights the risks in AI infrastructure investment in RCRTech’s …

Data center REITs are one of the top-performing real estate subsectors, with total returns surging roughly 36%. Local moratoriums, energy grid constraints, and community pushback may actually be increasing the …