DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - North America, Apple
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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Apple scales out 6G ambitions with engineer job listings
Tech giant's moves follow recent MWC partnership with Ericsson
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Apple CEO Tim Cook to step down, John Ternus to take charge from September
Cook has been CEO since 2011
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Amazon to buy Globalstar for $11.57bn, will bolster LEO satellite network
The giant has also struck an agreement with Apple as part of the agreement
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Trump admin plans 'US Tech Force,' a 1,000-strong workforce to accelerate AI deployment
Program gets backing from Big Tech
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MacWeb launches US East cloud region in New Jersey
Joins existing region in Silicon Valley
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Elon Musk’s SpaceX explores acquisition of Globalstar - report
Satellite firm looks to buy Apple-backed operator
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Intel in talks with Apple about potential investment – report
Struggling chipmaker has already secured backing from SoftBank and Nvidia in effort to reverse its fortunes
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Intel ex-CEO states 10-point plan to save the firm - report
Craig Barrett gives piece of his mind on saving embattled chipmaker
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Apple to invest $600bn under its American Manufacturing Program to support US production and secure domestic chip supply chain
Company expanding partnerships with Apple suppliers including Amkor, GlobalFoundries, and TSMC
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Apple to use rare earth magnets from DoD-backed MP Materials in $500m deal
Pentagon took a 15 percent stake in the business this month
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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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GlobalFoundries pledges $16bn investment to reshore chip manufacturing at New York and Vermont fabs
Company says it will collaborate with Apple, AMD, and Qualcomm, amongst others
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Apple's satellite goals face internal questions after past rejection of Musk's Starlink - report
A decision to say no to SpaceX has led to some inside Apple to question the decision
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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 plans new AI server factory as part of $500bn US manufacturing push
Will also expand existing data centers
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Apple and SpaceX bring Starlink support to the iPhone
Included in Apple's latest iOS update
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Alibaba, Apple, and Synopsys become latest members of UALink Consortium
Consortium now has more than 65 members
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Apple working with Broadcom to develop AI-specific server chip - report
Codenamed Baltra, the chips are expected to be mass-produced by 2026
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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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Cray-1 supercomputer from Microsoft co-founder Paul Allen's collection to be auctioned off
Collection includes supercomputers, mainframes, microcomputers, and personal computers, with some hardware dating back to the 1950s
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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 data centers used more than 2.3bn kWh of electricity in 2023
Including colocation facilities, but not cloud
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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