DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
Will compute at sea sink or swim?
Will help supply Applied's under-construction 430MW data center
75MW building at Polaris Forge 1 delivered to CoreWeave
Company now working on fifth AI campus, three leased to single unnamed hyperscaler
Applied also completes spin-out of cloud business
Secures unnamed investment-grade customer at Delta Forge 1 site
Developer effectively withdraws
Company vague, says campus in a “southern US state”
Expect to deliver power by end of 2028
Will see ABB supply power infrastructure to the AI campus
Three companies aiming to raise nearly $5 billion between them
Will construct four 300MW natural gas plants
Unnamed customer taking 200MW, has first refusal on 800MW more
$112.5 million going towards build-out of CoreWeave-leased site in North Dakota
Company doubles down on AI & HPC focus
Total lease for 400MW and valued at $11 billion over a 15 year period
15-year deal is worth around $7bn
Looks to develop in Toronto, South Dakota
Funds will be used to develop the first and second buildings on the site
Invests an initial $900 million in Ellendale campus in North Dakota
Company secures 400MW hosting deal with unnamed hyperscaler at site