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Juan Pedro TomásHitachi and OpenAI will collaborate across multiple areas to reduce the environmental footprint of data centers and speed up AI technology deployment In sum – what to know: Strategic alliance targets global AI infra – Hitachi and OpenAI signed an MoU to jointly expand sustainable, next-generation AI data centers worldwide. Efficiency and reliability – The partnership will develop zero-emission models, …
RCRTech October 2025 — As artificial intelligence continues its rapid ascent from experimental novelty to enterprise imperative, the infrastructure underpinning its evolution has become a focal point of strategic investment and innovation. In response to this accelerating demand, RCRTech is proud to announce AI Infrastructure Week, a dedicated event series launching this December to examine the technologies, architectures and partnerships shaping the future …
Susana SchwartzThe ‘Sacramento Effect’ could mean last week’s flurry of landmark AI legislation could serve as a blueprint for other states In sum – what to know: California passes landmark AI legislation – SB 53, AB853 and SB243 are Senate and Assembly bills that regulate developers of advanced, or “frontier,” AI models; require disclosures about AI-generated content; assess impact of data centers …
The companies will also evaluate adaptive AMD technologies for edge AI in telecom and enterprise environments In sum – what to know: Strategic partnership – e& UAE and AMD will collaborate on AI infrastructure, exploring the use of EPYC processors, Instinct GPUs, and adaptive edge solutions for secure, scalable deployments. Sustainability, skills – The agreement includes plans for energy-efficient design, …
Christian de LooperMaia 300 bets on tokens per watt, not peak compute In sum – what we know: Microsoft has unveiled the Azure Maia 300, the third generation of its custom AI accelerator, at the OCP Global Summit in San Jose. The chip won’t enter production until 2027, but Microsoft is already laying out plans for “multi-gigawatt deployments” once it does. According …
HBM4E triples bandwidth per stack, but volume production waits for 2027 In sum – what we know: Samsung and SK hynix have both shipped 12-high HBM4E samples to major customers, in what Samsung calls the first silicon of the seventh generation of high-bandwidth memory (HBM). Samsung’s shipment arrived in late May, with SK hynix following a few weeks later. Neither company has announced …
Three AI financing deals, one shared lender risk In sum – what we know: Three separate AI-hardware financing efforts surfaced at the same time this week, each enormous on its own, and collectively painting a picture of an industry scrambling to fund compute at a scale. Broadcom is reportedly arranging more than $50 billion tied to OpenAI’s custom-accelerator program, according …
In production now, but 2nm’s first prize for AI is efficiency TSMC has begun scaling its first 2nm-class process after entering volume production late last year, turning the shift from FinFET to nanosheet transistors into a commercial reality. N2, as TSMC calls it, is the company’s first production node built around gate-all-around (GAA) transistors — a fundamental change in how …
As AI data centers scale, the way computing resources connect is becoming increasingly important to infrastructure performance and business value. High-performance XPUs are being deployed to support AI training and …
Nokia is to sell its Enterprise Campus Edge business to private equity firm Aurelius, exiting most of its private networks activity despite forecasts for rapid market growth and questions over …
AI-RAN now has measurable radio gains, but the investment case changes sharply with where capacity is constrained. Software on the installed RAN has the clearest near-term economics, while accelerated platforms …
Speaking at Deutsche Telekom’s AI Investor Day, Telekom Deutschland’s chief executive officer Rodrigo Diehl said that entrepreneurs in Silicon Valley had told the German telco that network performance was already …
