DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - Software, Google
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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Verizon touts latest Google Cloud AI stack use
More AI for customer interactions and network control
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Former Microsoft researcher launches data center robotics startup
Exclaim Robotics secures $4.95m in pre-seed funding to build first bots
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Anthropic signs $19bn, 20-year lease for Kentucky data center with TeraWulf
TeraWulf also sells stake in joint venture with Fluidstack
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Google limits Meta's AI use due to capacity constraints - report
Had to restrict other customers as well
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Google unveils new open-source liquid-to-air cooling sidecar for air-cooled environments
Dubbed Brazos, the new system furthers OCP development of sidecar designs
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Google-backed Tapestry completes first deployment of AI platform for PJM interconnection application process
Claims to have processed 811 generation applications in under an hour
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Anthropic signs "more than a dozen" letters of intent for data center leases - report
Company pursuing control of its own data centers
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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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Railway taps Claude to design a data center
Assists with company's "Gen 2" sites roll out
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Google to pay $920 million to SpaceX-xAI monthly for AI data center capacity
Will see the hyperscaler lease 110,000 GPUs
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Elemental Impact launches intitiative with major hyperscalers to accelerate energy and materials technology development
Partner companies include Amazon, Google, Meta, and Microsoft
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Blackstone and Google team up for $5bn TPU-based cloud platform
Will enable customers to access TPUs via a different platform from Google Cloud
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Google launches second startup accelerator for AI and energy firms
Backed by more than 20 partner companies
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Nebius, Lambda, and CoreWeave unlikely to buy Google TPUs any time soon
We love Nvidia chips, say Nvidia-backed firms
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Coatue sets up data center venture, partners with Fluidstack for 430MW campus in Indiana
Investment firm launches Next Frontier venture
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Hut 8 selling $3.25bn in bonds to finance Google and Anthropic-backed River Bend AI data center campus
Development will act as the first leg in a 2.295GW partnership with Fluidstack and Anthropic
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Google unveils eighth-generation TPUs, two dedicated training and inference chips
“Purpose-build architectures” designed to support model training and inference workloads
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Google takes up capacity at Nscale data center in West London, UK - report
Separate to the recently dropped Nscale site by OpenAI
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Poolside seeks partners for data center in Texas after CoreWeave deal falls apart
Funding round from Nvidia also collapses
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Microsoft claims to be first hyperscaler to "power on" Nvidia Vera Rubin NVL72 system
Plus the other clouds set to adopt the latest generation of Nvidia AI infrastructure
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Perplexity signs cloud capacity deal with CoreWeave
ElevenLabs opts for Google Cloud
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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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Google secures nearly $32bn in debt following major data center capex commitment
Parent company Alphabet announces series of bond offerings, including a century bond
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Google Cloud selected as "AI partner" for Formula E World Championship
Multi-year agreement builds on previous partnership formed in January 2025
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Hut 8 signs 245MW capacity deal with Fluidstack as part of multi-gigawatt partnership with Anthropic
Another deal backed by Google
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Broadcom touts growing sales with Anthropic, AI orders
And a new unnamed XPU customer is teased
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Fluidstack signs additional 39MW lease with Cipher Mining in Texas, backed by Google
Fluidstack taking entirety of 300MW Barber Lake site
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Vast Data teams up with Google Cloud for AI across hybrid cloud environments
Also secures a $1.17bn deal with CoreWeave