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The energy demands of AI infrastructure

AI infrastructure, especially purpose-built data centers, are creating a surge in power demand and foregrounding energy efficiency strategies The rapid growth of AI and the investments into the underlying AI infrastructure have significantly intensified the power demands of data centers. Globally, data centers consumed an...

Five predictions for the AI infrastructure market

AI infrastructure market is facing a blockbuster boom—and pressures The infrastructure needed to support artificial intelligence is expecting an across-the-board boom, as companies invest in chips, servers, data centers, fiber connectivity and more to enable more widespread adoption and use of AI. The question is,...

‘Every data center is becoming an AI data center’: The state of data centers in 2025

Report on state of data centers: 'Unprecedented innovation, explosive data center growth, and market acceleration' A new report on the state of the data center industry says that it is navigating "unprecedented innovation, explosive data center growth, and market acceleration." “The data center has evolved from...

Iliad Group commits $3 billion to AI investment

Iliad said that AI-focused investments will include data centers, computing power and research, among other fields France-based Iliad Group has earmarked €3 billion ($3.09 billion) to enhance AI-focused infrastructure, including data centers, computing power, research and application layers. In a release, the group noted that OpCore,...

The AI infrastructure boom—fueling the next economic revolution?

Why hyperscalers are investing hundreds of billions in AI infrastructure—and why this isn't a bubble In the sweep of all things artificial intelligence (AI) and attendant AI infrastructure investments, the goal, generally speaking, is two-fold: incrementally leverage AI to deliver monetizable, near-term capabilities that deliver...

Micron on tearing down the edge AI memory wall

Industry discourse around test-time inference scaling converging with edge AI—where real people really experience AI—continues to ramp, and an important focus area is around memory and storage. To put it reductively, modern leading AI chips can process data faster than memory systems can deliver...

Google touts AI infrastructure as ‘powerful foundation’ for growth

Google plans $75 billion capex in 2025 to support AI demand which is outpacing capacity As it continues to imbue core services with AI, Google parent Alphabet is planning to deploy $75 billion in capital in 2025. Reporting its fourth quarter and full-year 2024 financials...

Agentic AI, edge AI and the future of distributed intelligence

Dell Technologies talks the device-edge-datacenter-cloud AI continuum, the rise of agentic AI and the outlook for federated learning For years, AI discourse has been dominated by massive cloud-based models, trained on enormous datasets and running in centralized data centers. But as AI deployment scales, the...

AI 101: The evolution of AI and understanding AI workflows

NVIDIA on the importance of end-to-end solutions to solve enterprise AI adoption challenges Editor’s note: NVIDIA has a free online course called “AI for All: From Basics to Gen AI Practice”. The team at RCR Wireless News has enrolled and, as we complete the units,...

Zuckerberg: ‘Glasses are the ideal form factor for an AI device’

The Meta CEO told investors that the Ray-Ban Meta AI glasses “are a real hit” First things first, AI infrastructure is a continuum that spans cloud, datacenter, edge and devices. Distributing workloads improves latency, bolsters privacy and, generally speaking, makes the economics of the whole...

Intel working toward a ‘rack-scale’ solution for AI infrastructure demand

Falcon Shores now an internal test chip; AI infrastructure system coming with Juaguar Shores  Intel has struggled to compete against AMD and NVIDIA in the AI infrastructure space. While the company could potentially see an uptick in business as emphasis on low-power edge AI inference...

AI infrastructure investment updates from Microsoft, Meta

Yesterday was a busy one with quarterly earnings calls from major AI infrastructure players Microsoft and Meta. And, as expected, the CEOs fielded questions about Chinese AI startup DeepSeek’s splashy market entry and the implications of its software optimizations that reduced LLM training costs...

Verizon looks to leverage distributed infrastructure for AI inferencing

The new AI Connect suite from Verizon comes as McKinsey estimates 60% to 70% of AI workloads will be for inference by 2030  It’s been a busy two weeks in the world of AI. OpenAI and partners announced a planned $500 billion investment in AI...

As Databricks heads toward an IPO, Meta joins as a ‘strategic investor’ 

Fast growth and oversubscribed funding rounds reiterate value of Databricks’ approach to “data intelligence” underlying successful AI implementations Self-billed “data and AI company” Databricks on Jan. 22 announced the completion of a $10 billion series B funding round along with $5.25 billion in debt financing....

Trump reveals $500 billion AI infrastructure project

The initial AI investment is expected to be $100 billion, but the White House noted it could end up being five times that amount One of President Donald Trump’s first actions in his reclaimed role was the announcement of a joint venture (JV) investing up...

Agentic AI—will 2025 be a breakout year?

So you want to turn you data and abstracted business logic into use cases that carry a clear ROI? And you want to do it autonomously? Well, good news because 2025 could be a breakout year for agentic AI.  What is agentic AI?  The name is...

The three AI scaling laws and what they mean for AI infrastructure

Model size, dataset size and compute all depend on the availability of necessary AI infrastructure In January 2020, a team of OpenAI researchers led by Jared Kaplan, who moved on to co-found Anthropic, published a paper titled “Scaling Laws for Neural Language Models.” The researchers...

HPE wins $1 billion deal with X for AI infrastructure

HPE's liquid cooling technology for AI infrastructure may have helped it secure the 10-figure deal HPE Senior Director Rupin Mohan this week on LinkedIn confirmed reports that HPE has won a $1 billion deal to supply Elon Musk’s X, formerly Twitter, with AI servers. Neither...

UK pumps $17 billion into ‘pro-growth, pro-innovation’ AI plan

The AI plan includes things like establishing a national data library and designated 'growth zones' U.K. Prime Minister Keir Starmer detailed The AI Opportunities Action Plan, designed to bolster AI growth and development across the country. The plan, said Starner, will help Britain become "one...

Supermicro White Paper: AI-powered telecom infrastructure

Telecommunications organizations play a crucial role in shaping the global digital ecosystem and fueling economic growth. By adopting advanced AI technologies, these organizations can enhance operational efficiency, improve customer experiences, and stay competitive in a fast-changing market.  This whitepaper explores key AI use cases, addresses...

Nokia, Lenovo bundle network and compute to drive AI infrastructure for enterprises

Nokia is working with Lenovo to develop networking-and-automation solutions for the data centre industry. They said their joint products will support “massive and highly precise” compute, storage, and connectivity needs for escalating artificial intelligence (AI) and machine learning (ML) workloads in the enterprise and...

AI infrastructure drives Broadcom, HPE growth in the quarter

Cloud repatriation trends speak to enterprise AI consumption preferences IT heavy-hitters Broadcom and HPE both announced quarterly financial results this week, and both firms reported growth fueled by enterprise investment into AI infrastructure and attendant systems.  Broadcom, fresh off the heels of the VMware Explore event...