Tech sovereignty and supply-chain control continues to be a major front in the global battle over AI. This really boils down to two approaches: Build up the domestic ecosystem options — as we see SAP doing in Europe, with a €20 billion investment to support cloud-based data sovereignty and AI adoption — while also trying to undercut your competitors, if you have the trade clout to do so. Exhibit A on the latter: The U.S. government threatening to further restrict China’s chip access, by revoking TSMC’s license to freely ship U.S. tech to China. Checkmate? Probably not, as China has proved adept at bolstering its domestic tech market if its international access gets cut off in one area, and we already know that it’s working hard on chip and AI development to challenge the U.S. And those new restrictions on TSMC aren’t set to take place until New Year’s Eve — a lot can happen between now and then. All eyes will be on the next move. ♟️
Kelly Hill
Executive Editor
RCRTech
AI Infrastructure Top 3
The invisible AI revolution: AI is being adopted by industrial enterprises at rapid pace, behind-the-scenes and under-the-hood, which is driving an “invisible revolution”, declares a new study by Sweden-based industrial software outfit IFS.
US curbs TSMC shipments: Washington revoked TSMC’s license to freely ship U.S. equipment to China, tightening chip export rules as of December 31 and raising fresh uncertainty for global semiconductor supply chains.
SAP ties AI to sovereignty: SAP expanded its Sovereign Cloud portfolio in Europe, giving customers new deployment options while committing €20 billion to support sovereignty, regulatory compliance, and AI adoption.
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AI Today: What You Need to Know
AI bubble, AI bust?: Investment bank Goldman Sachs forecasts data center capacity to hit 92 GW by 2027, fueled by AI demand. But it warns the boom could go bust if adoption lags, leaving investors exposed to overhyped market risks.
The age of AI warfare: Cybersecurity is no longer a contest between human adversaries — it is rapidly becoming a race between autonomous agents operating at machine speed.
Munich uni serves AI chips: TUM is launching a new AI chip design center with TSMC as partner and Bavarian state backing training 300 researchers in five years and strengthening Germany’s push for semiconductor independence.
India’s top DC projects: India’s AI infrastructure is booming. From Navi Mumbai’s 210 MW Yotta NM1 to Jio’s GPU‑as‑a‑service super‑clusters, this roundup spotlights the five projects fueling the AI compute revolution.
The AI data center: Data centers are rapidly evolving into AI-driven engines of digital transformation, with booming capacity, rising rack density, and growing emphasis on sustainability and innovation.
As goes the market: How big will the AI infrastructure boom be? No one knows for sure, but we’ve rounded up some of the predictions from analyst firms on the size and growth rate of the AI infrastructure market.
VA’s rising energy costs: Virginia’s Dominion Energy is asking for residential rate hikes and aiming to create a new rate class for data centers. The company sites fairness, infrastructure costs, and rising fuel expenses as driving forces.
How to rethink AI: Gary Marcus says GPT-5 is a step forward — but far from the AI breakthrough many expected. His NYT op-ed urges us to rethink the hype around scaling language models.
It’s cooler underground: In Pennsylvania, legislators are quietly looking at using subsurface water to cool the infrastructure used for AI and cloud computing, a process known as geothermal cooling.
Boosting DC efficiency: An expert in high-performance computing offers another way to deal with data centers’ energy appetites: Make them more resource-aware and efficient.
