DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - Europe, Meta
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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Meta plans Petal, the first transoceanic subsea cable at petabit capacity
Connecting the US to France
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Meta files for subsea cable connecting the US and Denmark
Known as the Aurora system
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AI cloud Verda to deploy Arm's AGI CPU in its data centers
Becomes latest partner to use new AI chip co-designed with Meta
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Data center lobby secured EU provision to keep environmental impact data confidential - report
Includes the likes of Microsoft, Amazon, Google, and Meta
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Arm partners with Meta for data center AGI CPU
Marks the first time Arm has produced a physical chip, rather than licensing the IP
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Frontier makes $2m R&D investment in two low-carbon lime companies
Aims to support the scaling of the technology
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Frontier signs two pre-purchase carbon removal deals with Pronoe and Cella
The Meta and Google-backed consortium committed a combined $3.05m to the companies
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Meta scopes out site for data center campus in Finland
Plot identified, but investment decision not finalized
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Frontier to purchase 96,000 tons of carbon removal credits from biogas carbon capture firm Reverion
Set to be delivered between 2027 and 2030
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Meta completes core of 2Africa subsea cable
System ready five years after first announcement
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Nebius signs $3bn deal with Meta, says current available capacity is sold out as it targets 2.5GW by end of 2026
European neocloud’s capex hit just under $1bn in Q3 2025
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Meta raises AI data center capex forecast to up to $72bn, blames Trump tariffs for increased cost
"There’s just a lot of uncertainty around this"
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Frontier strikes $31.6m energy-from-waste carbon removal deal with Hafslund Celsio in Norway
Offtake will facilitate a retrofit of EFW plant with a carbon capture unit
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Microsoft cancels up to 2GW of data center projects, says TD Cowen
Follows reports of 200MW of cancellations last month
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Arm to release its own data center CPU, secures Meta as first customer
The chip is expected to be available before the end of the year
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Meta signs carbon offset agreement with Norden
Deal will involve burning biofuel on a Norden-operated vessel
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S&P: US data centers outpacing European counterparts in clean energy procurement
US data center sector contracted upwards of 50GW of clean energy as of Q3 2024, compared to 12GW in Europe
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Meta's Anjana subsea cable lands in Santander, Spain
Route will connect US and Spain
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Strike at Meta’s Clonee data center in Ireland deferred, case instead goes to court
Workers revolting against changing shift patterns
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Workers at Meta's Irish data center plan strike, accuse company of union-busting
Connect union claims Meta has threatened to fire strikers
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Deutsche Telekom slams Meta as direct peering agreement ends
The German telco says Meta "is not above the law"
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Microsoft signs carbon removal deals with Undo and Eion
As Frontier signs agreement with CarbonRun
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Meta capex hits $8.5bn, driven by AI servers and data centers - will grow 'significantly' in 2025
While Mark Zuckerberg says Llama 4 will need 10× more compute than predecessor
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AWS restricts data center access in Ireland amid power concerns - report
But elsewhere in Ireland new developments continue
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Meta's Facebook and Instagram suffer outage, more than 500,000 report issues
No cause for the downtime given as of yet
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Meta rents data centers in Spain from Merlin Properties
Becomes first main client for company
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Meta to operate "600,000 H100 GPU equivalents of compute" by year-end
Including 340,000 H100 Nvidia GPUs at its data centers
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Amitié subsea cable is ready for operations
Cable connects France and the US