DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - The Investment & Markets Channel, Apple
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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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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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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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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Apple anticipates "substantial" capex growth with investment in AI infrastructure
Most recent quarter saw $3.46bn in capital expenditures
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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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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 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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Nvidia briefly becomes world's most valuable company
From GPU king to market king
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Apple, Nvidia in talks to invest in OpenAI at $100bn+ valuation
Microsoft could also put more money into the ChatGPT maker
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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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Amazon, Intel, Apple, Nvidia, Alphabet, and Samsung in talks to invest in Arm's $60 billion IPO
Big tech looks to keep the chip designer neutral
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TSMC boosts Arizona chip fab investment to $40bn, as President Biden, Jensen Huang, & Tim Cook visit site
But Taiwan will still produce the vast majority of chips