AI infrastructure is shifting gears fast. OpenAI is moving beyond Nvidia, locking in a $10 billion deal with Broadcom to mass-produce its own chips from 2026. Cisco, meanwhile, is tightening its grip on enterprise AI with Nvidia and VAST, rolling out secure AI factories designed to speed up RAG pipelines and cut latency from minutes to seconds. And beyond cloud and compute, AI is reshaping pharma too: Gilead is pouring $32 billion into U.S. factories to anchor a new wave of AI-enabled drug research. More below!
Juan Pedro Tomas
Editor
RCRTech
AI Infrastructure Top 3
OpenAI joins AI chip race: OpenAI will begin producing its own AI chips with Broadcom next year, a $10 billion deal that reduces Nvidia reliance, boosts Broadcom’s value, and signals growing adoption of custom processors across the industry.
Cisco, Nvidia advance AI infra: Cisco expands its Secure AI Factory with Nvidia and VAST Data to accelerate RAG pipelines, cut latency, and provide secure, enterprise-ready infrastructure for deploying AI agents at scale.
Gilead builds AI factory: Gilead Sciences is building an AI-enabled lab at its headquarters in California, as the first part of a $32bn investment plan over five years that includes a number of a high-tech Industry 4.0 constructions.
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AI Today: What You Need to Know
Four fronts for AI networking: AI workloads demand predictable, low-latency connections across GPU clusters, tenant isolation, and efficient fabric utilization — challenges that go far beyond traditional data center design.
Oracle data centers get $38B debt boost: Banks are lining up a record $38 billion financing package for Oracle-linked facilities in Texas and Wisconsin, underpinning OpenAI’s growing demand for massive data center capacity.
Buenos Aires leads Argentina’s colo surge: Argentina’s colocation market is set to double to $156 million by 2030, with Buenos Aires anchoring 19 sites and operators racing to meet rising AI and cloud demand.
Boyd racks up cooling test tool: Cooling specialist Boyd has launched a rack emulator that mimics real server loads, helping data centers safely validate liquid cooling systems before deployment.
Inside the AI hyperscale data center: Built for extreme scale, these facilities combine thousands of GPUs and TPUs, advanced cooling, and high-speed fabrics — enabling real-time AI applications and faster training of massive models.
Hitachi pours $1B into U.S. grid: Hitachi Energy is investing more than $1 billion, including a $457 million transformer plant in Virginia, to meet the power demands of America’s AI data center boom.
Gibraltar gets £1.8B AI hub: Pelagos Data Centres will build a 250MW, £1.8 billion facility in Gibraltar, one of its largest-ever projects, positioning the territory as a new European digital infrastructure hub.
T1.6 Tbps network trials expand: Telstra, Verizon, KT, and Telia Norway completed record-breaking 1.6 Tbps fiber trials using Ciena’s WaveLogic 6, underscoring AI’s growing bandwidth demands and the global race toward next-generation backbone upgrades.
Odata secures $1B green funding: Latin America’s Odata closed a $1.02 billion green financing deal—the region’s largest for data centers—backing sustainable builds in Brazil, Mexico, Chile, and Colombia with renewable energy and water-saving cooling.
