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.
AI Infrastructure Newsletter
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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 …
- AI Infrastructure Newsletter
Microsoft, Google DeepMind, OpenAI back Anthropic in lawsuit against Pentagon
As RCRTech reported last week, U.S. Secretary of War Pete Hegseth had issued an ultimatum to Anthropic CEO Dario Amodei about allowing the military unfettered access to Claude.
- AI Infrastructure Newsletter
Data centers: they can build capacity, but can they protect ‘affordability’?
Can AI data centers “add resilience to the grid and boost affordability,” as stated by Alphabet President and CIO Ruth Porat on stage at yesterday’s BlackRock US Infrastructure Summit, held …
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The March 11 deadline has arrived – the critical “action date” for federal agencies like the Department of Commerce (DOC) and Federal Trade Commission (FTC) to implement core directives under …
- AI Infrastructure Newsletter
Iran war reveals data centers are targeted as ‘critical infrastructure’
The Middle East boasts cheap energy and large masses of land, which has brought nearly $300 billion in projected AI investments in the Gulf. But the U.S. and Israeli-led war …
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Nuclear power is the only carbon-free, 24/7 baseload power capable of meeting the massive energy and 5-9s (99.999%) reliability demands of modern data centers, but collocating data centers with nuclear …