DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - The Cloud & Hybrid Channel, Meta
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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Meta to expand Eagle Mountain data center campus in Utah
Fourth expansion company has announced at campus
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Meta's $1.2bn data center in Kuna, Idaho, goes live
Facility is the company's second AI-optimized data center
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Meta files for subsea cable connecting the US and Denmark
Known as the Aurora system
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Meta boosts AI data center capex, forecasts $130-145bn spend
Shares drop as spending increases, and free cash flow falls
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Meta and BlackRock team up for data center in El Paso, Texas
Will offer 1GW of compute capacity
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Meta leaves RE100 climate initiative - report
Due to increase in natural gas procurement
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Meta inks 172MW solar PPA with Lightsource BP in Acadia Parish, Louisiana
Construction on the solar farm expected to start this year
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Meta starts operations at data center in Temple, Texas
Facility the result of $1.2bn in investment
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Fire at Meta data center construction site in Beaver Dam, Wisconsin
Fire Department dispatched at 5:37pm, July 19
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Anthropic considers leasing compute from Meta in $10bn deal
As Meta increasingly looks set to become a cloud provider
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AWS cloud lead Dave Brown heads to Meta - report
After Meta reveals plans for its own cloud business
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Meta expands data center campus in Richland Parish, Louisiana, to 5GW & $50bn
Company will also invest $1bn in local infrastructure improvements
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Meta could start production of Iris AI chip in September – report
Company worked with Broadcom and TSMC on design and manufacture of chip
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Meta plans $9.17bn gigawatt-scale data center in Alberta, Canada
Marks social media giant's first data center in the country
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Meta pushes ahead with plans to launch cloud business - report
Shortly after CEO Mark Zuckerberg teased possibility
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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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Meta and Microsoft add more than $120bn in future lease commitments in latest quarter
Total lease commitments now more than $850bn
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Meta signs 1.6GW capacity agreement with Crusoe - report
Will be from Childress, Texas, and Warrenton, Missouri, data centers
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Meta toys with offering cloud computing services
CEO Mark Zuckerberg says it's "definitely on the table"
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Meta raises planned capex for 2026, plans layoffs for "efficiency" reasons
Social media giant also secures $25bn in bond sale
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Meta breaks ground on data center in Tulsa, Oklahoma
Will be company's first data center in the state
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Meta signs up to 1GW supply deal with long duration energy storage firm Noon Energy
Its first deal within the long duration storage space
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Meta partners with CBRE to train data center technicians in the US for free
Successful graduates will go on to work at Meta data centers
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Meta files to expand campus in El Paso, Texas, with 12 new buildings
Will invest $289m in the project
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Meta partners with Broadcom for development of “multiple generations” of MTIA chips
Comes a month after Meta unveiled next four generations of its AI training and inferencing chips
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Meta signs $21bn AI infrastructure contract with CoreWeave
CoreWeave also raising another $4.25bn in convertible and senior notes
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CoreWeave secures $8.5bn loan for GPU purchases
Reportedly backed by Meta deal signed last year
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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