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AI infra brief: From Johnson Controls, Oracle, Cassava and more

  In this regular update, RCR Wireless News highlights the top news and developments impacting the booming AI infrastructure sector. Johnson Controls to showcase advanced data center cooling solutions at Dubai event Johnson Controls said it will present its latest innovations at Connect | MENA - DCD...

AI infra brief: From Delta, Microsoft, Evroc and more

In this regular update, RCR Wireless News highlights the top news and developments impacting the booming AI infrastructure sector. Delta introduces next-gen power and cooling solutions for AI data centers at NVIDIA GTC 2025 Delta has unveiled a comprehensive portfolio of power and liquid cooling solutions...

AI infra brief: From VIAVI, Microsoft, TELUS, and more

In this regular update, RCR Wireless News highlights the top news and developments impacting the booming AI infrastructure sector VIAVI showcases AI test solutions at OFC 2025 VIAVI Solutions said it will present its latest AI infrastructure testing solutions at OFC 2025 in San Francisco. Among...

What are hyperscale AI data centers?

A hyperscale data center is a facility built with the main aim of handling large-scale computing and data processing needs As artificial intelligence (AI) continues to grow, the demand for powerful computing infrastructure has led to the rise of hyperscale AI data centers. These massive...

AI infra brief: From NVIDIA, Cisco, Equinix and more

In this regular update, RCR Wireless News highlights the top news and developments impacting the booming AI infrastructure sector NVIDIA, xAI join BlackRock and Microsoft's $30 billion AI infrastructure fund NVIDIA and Elon Musk’s xAI are joining BlackRock and Microsoft in the AI Infrastructure Partnership (AIP),...

Top six AI data centers in Asia

As artificial intelligence (AI) adoption accelerates, Asia is emerging as a global hub for high-performance AI data centers These AI data centers are critical for AI training, deep learning models as well as large-scale cloud computing. The region’s leading AI data centers leverage cutting-edge technology,...

Microsoft to invest $300m in AI infra, cloud in South Africa

Microsoft noted that this investment will enable a wide range of organizations to access the cloud and AI solutions to improve operational efficiency and productivity Microsoft recently announced plans to spend ZAR 5.4bn ($298.6 million) by the end of 2027 to expand its cloud and...

AI infrastructure daily update — news from AWS, SK Telecom and more

In this update, RCR Wireless News highlights some of the top news you need to know in the field of AI infrastructure As AI technology continues to advance at an unprecedented pace, companies and governments worldwide are ramping up investments in data centers and computing...

Four major AI infrastructure investments so far in 2025

One of the key investment announcements in the AI infrastructure sector was a deal between CoreWeave and OpenAI With investments in the field of AI infrastructure ramping up, here are some of the key investments announcements by a number of tech giants since the beginning...

CoreWeave inks deal with OpenAI to provide AI infrastructure

CoreWeave noted that the contract value for this strategic AI infrastructure deal is up to $11.9 billion CoreWeave has announced a strategic agreement to deliver AI infrastructure to OpenAI, expanding the latter's compute capacity for training and delivering its latest models at scale to its...

Qatar partners with Scale AI to boost government AI

The agreement with Scale AI enable the government to implement AI-driven solutions such as predictive analytics, automation and advanced data analysis to optimize its operations Qatar’s government has entered into a five-year agreement with U.S-based Artificial Intelligence (AI) data firm Scale AI with the goal...

OpenAI to move AI compute from Microsoft to SoftBank by 2030

Today, OpenAI gets most of its data center capacity from Microsoft; however, OpenAI's CEO wants to lessen the company’s dependence on Microsoft ChatGPT creator OpenAI is reportedly planning to shift its compute needs away from Microsoft and instead rely on capacity provided by its...

Microsoft unveils Majorana 1 quantum chip — and a new state of matter 

Microsoft said its new quantum chip leverages the world’s first topoconductor — a completely new class of materials Microsoft this week introduced its first quantum chip. The chip, called Majorana 1, is powered by a new Topological Core architecture. Without getting too much into the weeds, topoconductor is...

Vodafone expands IoT connectivity in Middle East with Mobily

Vodafone has a new deal with Saudi tech and telecoms outfit Mobily to expand its IoT coverage in Saudi Arabia. The deal is between the UK-headquartered operator’s enterprise IoT arm (Vodafone Business IoT / Vodafone IoT) and the Saudi firm, and sees its customers...

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...

Bookmarks: DeepSeek (of course), but Jevons’ Paradox really

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. What I’m not in the habit of doing is ever revisiting those insightful, interesting bits of commentary and doing anything with...

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...

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...

Microsoft to capture ‘golden’ AI data center opportunity with $80 billion investment

While Microsoft is thinking on a global scale, the company's Vice Chair and President noted that more than half of this total investment will be in the U.S. In a recent blog post, Microsoft Vice Chair and President Brad Smith revealed that the tech giant...

Microsoft to sell former private 5G unit Metaswitch to telco provider Alianza

Microsoft has signed a deal to sell its networking business Metaswitch to Utah-based cloud communications provider Alianza. The transaction is expected to close in the first quarter of 2025; the fee has not been disclosed. Microsoft only acquired Metaswitch in 2020, as part of...

A ‘bright spot in gloomy telecoms’ – private 5G sales to reach $6bn by 2027

As referenced amid a bunch of stats in the preamble to RCR’s new editorial report on private 5G in Industry 4.0 (see image below), market research firm SNS Telecom & IT, based out of Dubai, has said the private 5G market is one of...

Vodafone Idea to launch 5G in 17 regions by March 2025: Report

Vodafone Idea said it will initially offer 5G services in Delhi and Mumbai Indian carrier Vodafone Idea expects to begin rolling out commercial 5G services by March 2025 across 17 priority circles across the country, starting with Delhi and Mumbai, according to local press reports. Vodafone...

The internet of Big Ass Fans – environmental monitoring for healthier factories 

We’re playing this one straight. Kentucky-based industrial fan manufacturer Big Ass Fans is working with US printer company Lexmark, which has a sideline in IoT management software, and IT and cloud service provider Microsoft to produce an “IoT-powered comfort ecosystem” to monitor people and...