On this common replace, RCR Wi-fi Information highlights the highest information and developments impacting the booming AI infrastructure sector.
Nexthop AI bids to construct environment friendly Al infra for hyperscalers
Nexthop AI launched with $110 million in funding led by Lightspeed Enterprise Companions. Further buyers embrace Kleiner Perkins, WestBridge Capital, Battery Ventures and Emergent Ventures. This funding will speed up the event of Nexthop AI’s networking options for cloud and hyperscale AI clusters.
To facilitate the staggering scale necessities of AI coaching and inference, hyperscalers are spending billions in evolving their GPU and networking deployments with upwards of two gigawatts of capability yearly. These firms additionally require extremely optimized {hardware} and software program infrastructure tunable for datacenter construct outs, the corporate stated.
Nexthop AI additionally famous it focuses on constructing customized networking options for the hyperscalers, which combine into their optimized cloud-stack.
Oklo expands reactor capability to 75MW to satisfy AI demand
Oklo, an organization specializing in small modular reactors (SMRs) and nuclear recycling, has upgraded the capability of its Aurora Powerhouse reactor from 50MW to 75MW to higher accommodate the rising power calls for of AI-driven knowledge facilities.
In its This fall replace, Oklo famous that the capability enhance aligns with the evolving structure of knowledge facilities, guaranteeing an optimum match for large-scale purchasers.
The corporate emphasised that this enhancement doesn’t introduce vital technical, design, or regulatory challenges. CEO Jacob DeWitte highlighted that the choice was pushed by buyer suggestions and a transparent pattern in knowledge middle improvement.
Rapt AI and AMD companion to make GPU utilization extra environment friendly
Rapt AI, a supplier of AI-powered AI-workload automation for GPUs and AI accelerators, has partnered with AMD with the goal of enhancing AI infrastructure.
The long-term collaboration seeks to enhance AI inference and coaching workload administration and efficiency on AMD Intuition GPUs, providing clients a scalable and cost-effective answer for deploying AI functions.
By integrating Rapt’s clever workload automation platform with AMD Intuition MI300X, MI325X and upcoming MI350 sequence GPUs, this collaboration delivers a scalable, high-performance and cost-effective answer that allows clients to maximise AI inference and coaching effectivity throughout on-premises and multi-cloud infrastructures.
Microsoft cancels as much as 2GW of knowledge middle tasks
TD Cowen analysts report that Microsoft has pulled out of knowledge middle developments totaling 2GW throughout the U.S. and Europe.
As first reported by Bloomberg, these cancellations observe earlier hypothesis from TD Cowen in February 2025 that Microsoft had deserted round 200MW of knowledge middle leases and tasks.
In a observe revealed on March 26, TD Cowen said that the newest cancellations embrace each lease terminations and undertaking deferrals. The analysts additionally famous that a number of the vacated leases in Europe have been taken over by Google, whereas Meta has acquired extra capability within the area.
When contacted by Bloomberg, Microsoft responded with a press release emphasizing its robust place to satisfy buyer demand resulting from previous infrastructure investments. The corporate acknowledged that it would regulate or tempo sure developments however reaffirmed its dedication to continued enlargement in all areas.
Microsoft additionally reiterated that it stays on monitor to speculate roughly $80 billion in AI knowledge middle improvement in 2025, a determine first introduced in January.
Why these bulletins matter?
These developments spotlight key shifts in AI infrastructure. Nexthop AI’s $110 million launch displays the rising want for specialised networking in hyperscale AI. Oklo’s 75MW reactor improve addresses the rising power calls for of AI knowledge facilities, whereas Rapt AI’s partnership with AMD enhances GPU effectivity, optimizing AI workloads.
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