DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - Cloud & Hyperscale, Apple
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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Apple's Private Cloud Compute to run on Google Cloud
Apple turns to Nvidia GPUs with 'confidential computing' for inference
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Apple signs 150MW renewable deal with CleanMax in India
Alongside two other sustainability-focused initiatives in the country
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Fleet Data Centers closes $4.6bn in senior secured notes for 230MW Storey County campus
Facility leased to an unnamed $3 trillion market cap company
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Apple in discussions to host Siri on Google Cloud - report
Cloud giant also scores a Meta deal
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Apple to use Google's Gemini models and cloud for its consumer AI
After internal efforts stall, company turns to longtime rival
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MacWeb launches US East cloud region in New Jersey
Joins existing region in Silicon Valley
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Apple expands Australian renewable portfolio with 80MW solar project
Makes reforestation investment in New Zealand
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Apple signs 138MW PPA with Engie in Italy
All five projects expected to be operational by 2027
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Apple secures more than 650MW of new renewable capacity across Europe
iPhone-maker says projects will generate more than one million MWh of power by 2030
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Apple anticipates "substantial" capex growth with investment in AI infrastructure
Most recent quarter saw $3.46bn in capital expenditures
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TD Cowen: AWS data center leasing returning, company scores 1GW+ customer
Microsoft slowly coming back, Google continuing spend, no signs of Apple capacity
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Apple data centers consumed more than 2.5 billion kWh over 2024
Used to power eight operational data centers and colocation facilities
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Apple to invest $175m in expanding North Carolina data center
Campus in Maiden, Catawba County to add 237,600 sq ft fata center
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Apple to spend $1bn on Nvidia GB300 NVL72 systems - report
Equates to approximately 250 servers
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Apple launches second clean energy fund in China
Worth an estimated 720 million yuan ($99.26m)
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Apple uses Amazon's Graviton and Inferentia chips, also explores Trainium2
Apple's Benoit Dupin went on stage at AWS Re:Invent 2024
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Apple wants Foxconn to manufacture its AI servers; plans to use M4 chips in Apple Intelligence servers from next year
Company’s lack of data center server design experience could cause issues
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Apple launches data center in Waukee, Iowa
Facility online four years after originally planned
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Apple to use Google's TPUs for AI instead of Nvidia GPUs
Apple Intelligence rolls out beta test this week
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Shares in Nvidia dropped 15 percent in two weeks; Alphabet, Microsoft, and Apple also fall
Industry experts cite concerns around AI revenue
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Apple announces Private Cloud Compute for AI processing
New solution comprised of custom built silicon and new operating system
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Apple working with TSMC to develop AI data center chips
Unclear if efforts will ever see the light of day
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Apple hires former Google data center AI exec to lead multi-cloud effort
Sumit Gupta also spent years at IBM and Nvidia
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Apple data centers used more than 2.3bn kWh of electricity in 2023
Including colocation facilities, but not cloud
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Apple signs solar PPA in Spain
ib vogt signs deal with iPhone maker
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Apple deploys novel data center air filter that cuts waste and energy use
Also details water-saving projects
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‘Fortune 200 tech company’ looks to build $750m campus in northern Ohio
As Apple is reportedly interested in building in central Ohio
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Apple is spending millions of dollars per day on generative AI training compute budget
Believes its internal systems are more advanced than GPT-3.5