DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - North America, Goldman Sachs
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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SB Energy files for IPO, targeting a raise of $5-7bn
Would value the company at approximately $50bn
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Optics startup Quintessent secures $40m to revolutionize interconnects for AI
Ciena among backers of DWDM link player using gallium arsenide over supply-chain-constrained indium phosphide
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Nscale targets $3bn raise in US IPO - report
IPO could take place as soon as September
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Nvidia partners with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR for $500bn financing program
Chip company aims to 'secure capital at attractive rates' for Nvidia customers
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Switch confidentially files for IPO - report
Rob Roy's data center firm could be going public again
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Applied Digital secures customer for new 210MW data center campus
Company now working on fifth AI campus, three leased to single unnamed hyperscaler
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Goldman Sachs acquires Canadian data center firm QScale
Company sold after strategic review earlier this year
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QScale conducting “strategic review” and shareholder reorganization that could see large investment from US banks
Company reportedly fielding an offer from Goldman Sachs for $1.5 billion
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AMD underwrites $300m Crusoe loan so data center firm can buy its AI chips - report
It's the circle of life
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QTS Data Centers seeks $2 billion CMBS refinancing for three US data center campuses
Loan will be used to refinance existing debt associated with campuses
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Eaton acquires Boyd Thermal for $9.5bn to further liquid cooling portfolio
Company gains data center cooling offerings, including CDUs for liquid deployments
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Meta signs renewable supply agreement with Nexus in Lamar County, Texas
Will offtake power from the MRG Goody Solar and Storage project
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Vantage secures $735m refinancing loan - report
Loan secured against three facilities at Goodyear campus in Arizona
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CoreWeave selects Morgan Stanley, Goldman Sachs, and JP Morgan Chase for IPO
Company plans to go public in 2025
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Goldman Sachs: $1tn to be spent on AI data centers, chips, and utility upgrades, with "little to show for it so far"
Generative AI has mostly just generated more costs
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Goldman Sachs-owned ImOn acquires Iowa's FiberComm
Local ISPs merge in Iowa
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Goldman Sachs invests $250m in Hydrostor compressed air energy storage
Turning solar and wind into on-demand sources
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Aligned secures new credit facility of $575m
It hopes to use the increased credit to expand its operations
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Vertiv to list on NYSE via merger with GS Acquisition Holdings Corp
Vertiv Holdings coming in early 2020 - Updated after conference call
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US quantum initiatives move forward with DOE, NSF funding and House bill
And Google, IBM and Intel are among those visiting the White House as the government reveals its quantum computing strategy
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Oracle co-CEO Safra Catz joins Trump transition team
Musk, Kalanick join advisory board