Joining the ranks of OpenAI, xAI and other tech companies signing lucrative government contracts, Google has agreed to the Pentagon’s language around “any lawful government purpose,” triggering a rise in …
AI Infrastructure Newsletter
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- AI Infrastructure Newsletter
The data center industry is still booming despite some doom-and-gloom reports
Surely by now, all of you in the data center world have read Bloomberg’s recent report that claims “almost half of all U.S. data centers planned for this year are …
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In today’s RCRTV AI TechTalk with Pritesh Indore, senior pre-construction estimator for Crusoe, the discussion focuses on power as a strategic asset, and the fact that hidden site-enablement costs can …
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Trump’s Defense Production Act (DPA) memorandum on grid equipment intends to rapidly increase the production and deployment of “dangerously limited” supplies of transformers, high-voltage transmission components, advanced conductors, power electronics, …
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AFCOM’s “State of the Data Center” report is in its 10th edition, and made available during Data Center World in Washington, D.C. In the report, organizations report an average facility …
- AI Infrastructure Newsletter
Data Center World ‘workshops’ alignment between industry and educational organizations
The data center industry has a labor shortage in excess of 200,000 people, and the session brainstormed ideas from a panel that included Vantage Data Centers, Menlo Digital, Casne, MPINarada, …
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On Friday, AI chip maker Cerebras disclosed an IPO filing, its second attempt after what was an October withdrawal. With a $23 billion valuation, Cerebras and its underwriters have set …
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Last week, crews reached a milestone in deactivating legacy laboratory facilities at the site of what is projected to be a 10 GW “AI Data Center,” a unique “blueprint” in …
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Shortages of transformers, switchgear, and batteries are holding up nearly half the planned data center builds in the U.S., and yet we hear more about GPUs and HBM than these …
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Yesterday’s Meta – Broadcom announcement about a multi-year, multi-GW collaboration highlights a shift toward custom-built AI accelerators (MTIA chips) that reduce reliance on general-purpose GPUs.