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 “minor” components. Though they tend to get less attention, the physical infrastructure that powers and cools chips is becoming the …

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.

Today on RCR’s AI TechTalk, Elena Winters, vice president of international business at Elea Data Centers, talks about what makes Brazil increasingly attractive to hyperscalers, and what makes Rio de Janiero the potential “Silicon Valley of LATAM” in terms of renewable power, massive scale, extensive subsea cable networks, and highly …