Today the Wall Street Journal broke the news that OpenAI will purchase up to 750 megawatts of computing power from Cerebras over the next three years. The collaboration is purported …
AI Infrastructure Newsletter
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Mark Zuckerberg was burning up Threads this week with announcements about a new AI infrastructure initiative, Meta Compute; investment in three massive nuclear plants (Oklo, TerraPower, and Vistra for 6.6 …
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The continued consolidation of connectivity and AI infrastructure reveals a growing demand for high-capacity, low-latency connectivity in 5G, AI, and edge computing.
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In 2026, Gallium Nitride (GaN) is expected to transition from a highly specialized power material to a mainstream industrial standard, particularly driven by the immense power demands of AI data …
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CES 2026 is ending today, and Sean Kinney, RCR Tech principal analyst wrote a summary of the top AI news from the show, with each section written at a different …
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The fact Anthropic is raising fresh capital with a valuation of $350 billion, almost double its previous $183 billion valuation, is indicative of how much capital is concentrated into a …
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Cooling system and HVAC stocks such as Johnson Controls, Modine Manufacturing, Trane Technologies, and Carrier Global saw sharp declines after Nvidia CEO Jensen Huang’s CES remarks that new Rubin AI …
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The blazing speed needed for autonomous vehicles, real-time financial trading, robotic surgery, virtual assistants, chatbots, and real-time fraud detection doesn’t come easy.
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The SoftBank acquisition of data center firm DigitalBridge was big news, and it came on the heels of completing its $41 billion commitment to OpenAI.
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OpenAI is clearly enjoying its freedom now that it’s no longer shackled to Microsoft in terms of exclusive compute control.