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Adani Group plans additional $10b investment in data centers

The Adani Group is said to be evaluating sites for two major data centers in India In sum – what you need to know: Capex boost – Adani Group plans a $10 billion investment to hit 10 GW in data center capacity. Smaller cities rise – Tier...

AI Infra Insights: Chips powering the AI boom

As U.S. chips export restrictions tighten, Asia's semiconductor ecosystem is racing to adapt — with homegrown alternatives, material innovation and policy navigation taking center stage Chinese vendor Huawei is preparing to mass ship its new 910C AI chip to domestic clients, in what could become...

Finance firms struggle to modernize as AI and blockchain race ahead

Legacy tech – is holding finance back; nearly half of financial firms admit outdated infrastructure is stalling AI progress, with data quality and harmonization key to unlocking value. AI and cloud – dominate investments, with 80-90% of financial services outfits making both big AI bets,...

Accelerating cloud-native transformation with Dell Telecom Infrastructure Blocks for Red Hat

Built for speed and simplicity, Dell Technologies’ AI-ready infrastructure and automation tools help CSPs fast-track their journey to cloud-native  The telecom industry is in the midst of a profound architectural shift—from proprietary, vertically integrated stacks to disaggregated, cloud-native infrastructure. While this transformation offers tremendous benefits...

Colt sells eight Euro data centres in AI pivot

In sum – what you need to know Colt offloads – networking firm sells eight European data centres, including six to NorthC and two to a UK firm, to refocus on digital infrastructure for AI growth. Supply deal – 400 customers and network ties stay with...

Ericsson, Bell Canada boost performance with AI-native link adaptation

Ericsson contributed its edge AI technology and R&D resources, while Bell Canada provided access to its network infrastructure In sum – what you need to know: AI-native link adaptation – Ericsson and Bell Canada completed the world’s first field test of AI-native link adaptation, improving network...

Powering the AI boom: Energy challenges behind AI growth

Energy demand for AI data centers in the U.S. is expected to grow about 50 gigawatt each year for the coming years, according to Aman Khan, CEO of International Business Consultants In sum – what you need to know: AI fuels infrastructure race – Hyperscalers like...

Fujitsu targets lower data center energy consumption

Fujitsu said it will assess the effectiveness of the solution at its Tatebayashi Data Center, aiming to help customers achieve a world-class PUE at their data centers In sum – what you need to know: Energy efficiency push – Fujitsu is partnering with Supermicro and Nidec...

OpenAI, SoftBank mull UK Stargate investment

OpenAI CEO Sam Altman previously said that he "would love to do a Stargate Europe" In sum – what you need to know: Stargate eyes UK expansion – OpenAI and SoftBank are considering the U.K. for the first international site of their $500 billion Stargate AI...

What infra upgrades are needed to handle AI energy spikes?

AI workloads don’t just consume energy—they consume it with patterns that are impossible to predict. This is why infrastructure upgrades are key In sum – what you need to know: AI energy demand – rapid expansion of AI tech, especially large models and applications, drives unpredictable...

AI Infra Insights: From Google, NVIDIA, Tencent and more

Asia’s digital infrastructure is evolving fast, with major moves in clean energy, cloud expansion and AI readiness. Google is pioneering geothermal baseload power in Taiwan to support its regional data centers. Tencent Cloud is scaling up in Japan to meet soaring demand for low-latency...

Bookmarks: AI infrastructure — the how and the why

Editor’s note: I’m in the habit of bookmarking on LinkedIn and X, and in actual books, things I think are insightful and interesting. These days a lot of those things are about AI infrastructure but, more generally, those things are about how technology is...

AI infra brief: Power struggles behind AI growth

As AI workloads soar and hyperscale data centers multiply across the U.S., lawmakers and regulators are confronting a critical question: who should shoulder the rising cost of powering AI-scale infrastructure? This week, three key developments underscore the growing political and economic tensions around energy consumption...

AI Infra Brief: Liquid cooling heats up AI infrastructure

Tech and energy giants are redrawing the map of power generation and delivery with the main aim of keeping up with the rising demands from AI — in this equation, liquid cooling technology plays a key role As AI workloads continue to grow, the power...

NTT brings high-end edge AI to drones, intros AI ethics group

In sum – what you need to know: AI chip for edge devices – NTT enables real-time 4K video processing in drones at altitudes up to 150 meters, five times higher than conventional systems, while consuming under 20 watts of power. 2025 launch, expansion – new...

Nvidia appoints Taiwanese trio to make AI infrastructure in US for first time

In sum – what you need to know: US-made AI infrastructure – Nvidia has commissioned one million square feet of new production space at factories belonging to Taiwanese trio TSMC, Foxconn, and Wistron in Arizona and Texas. Major AI-economy drive – $500 billion of AI componentry...

AI infra brief: The power struggle behind AI’s growth

Tech and energy giants are redrawing the map of power generation and delivery to keep up with the rising demands from AI As AI workloads continue to grow, the power behind the processing is becoming the real bottleneck. From Amazon’s wind deals to U.S. regulatory...

Five things to know about liquid cooling in AI data centers

AI is changing the rules of data center design, and liquid cooling is emerging as a critical piece of the puzzle As artificial intelligence workloads grow more complex and power-hungry, traditional methods of keeping data centers cool are reaching their limits. That’s where liquid cooling...

AI infra brief: From Alibaba Cloud, Microsoft, Meta and more

In this regular update, RCR Wireless News highlights the top news and developments impacting the booming AI infrastructure sector. Alibaba Cloud unveils new AI models Alibaba Cloud, a unit of Chinese holding Alibaba Group, unveiled new AI models, tools and infrastructure upgrades for its international customers. "We...

AI to double electricity demand from DCs by 2030: IEA

The IEA report predicts that AI processing in the U.S. will need more electricity than all heavy industries combined, such as steel, cement and chemicals In brief – why this matters -AI is set to double electricity demand from data centers by 2030, reaching 945 TWh...

AI infrastructure—mapping the next economic revolution

Introduction—economic revolution requires global systems, not point solutions Editor's note: This report is presented in partnership with Dell Technologies. Click here for more information. Research of artificial intelligence (AI) effectively began with Alan Turing in the early 1940s, and slowly progressed in fits and starts...

China to see huge economic impact of 5G, AI by 2030: GSMA

China continues to show how advanced 5G services, mobile innovation, AI and digital services can have real economic impact, GSMA said In brief – why this matters -Mobile technologies will contribute $2 trillion (8.3% of GDP) to China’s economy by 2030, driven largely by 5G, AI...

Five things to know about AI infrastructure data center liquid cooling

Liquid cooling technology is certainly a strategic consideration for any data center company that wants to compete in the AI space As artificial intelligence (AI) continues to expand and becomes more powerful, it also requires more energy and better systems to keep things running smoothly....

AI infra brief: From NVIDIA, AT&T, Google and more

In this regular update, RCR Wireless News highlights the top news and developments impacting the booming AI infrastructure sector. NVIDIA brings agentic AI reasoning to enterprises with Google Cloud NVIDIA said it is collaborating with Google Cloud to bring agentic AI to enterprises seeking to locally...