DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - AI & Analytics, Meta
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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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 toys with offering cloud computing services
CEO Mark Zuckerberg says it's "definitely on the table"
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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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Meta signs $21bn AI infrastructure contract with CoreWeave
CoreWeave also raising another $4.25bn in convertible and senior notes
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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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Nebius secures up to $27bn AI infrastructure contract from Meta
Will span five years and include large-scale deployments of Nvidia Vera Rubin platform
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US hyperscaler capex to top $700bn in 2026, investors fear overbuild and weak returns - Moody's
Capex in 2026 will be six times larger than 2022
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Microsoft and Meta commit to $50bn in additional data center leases in most recent quarter
Brings overall future leases for hyperscalers to more than $700bn
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Microsoft in talks for the Crusoe Abilene capacity OpenAI's Stargate skipped - report
Could lease hundreds of megawatts of capacity
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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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Moody’s predicts $3 trillion global data center investment over five years
The staggering sum is required to keep pace with AI-driven capacity growth
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Meta partners with Arm for efficient AI system scaling on chip designer’s Neoverse platform
Companies also working to optimize Meta’s AI infrastructure software stack
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Meta signs $10bn+ cloud deal with Google - report
Set to last six years, sources say
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Meta in talks to partially acquire VC fund NFDG, hire Nat Friedman and Daniel Gross for AI shakeup
NFDG operates its own supercomputer, the Andromeda Cluster
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Meta plans to spend $15bn on 49% stake in Scale AI, form ‘Superintelligence’ AI lab
As part of broader reorg of AI efforts
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Meta's $800m offer turned down by AI chip start up FuriosaAI
Company will continue to grow independently
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Meta signs deal with Oracle Cloud for AI training
Will be a customer of Oracle Cloud from Q3 2025
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Meta to "accelerate infrastructure investments" for AI, raises capex to $35bn-$40bn
Mark Zuckerberg said Meta "should invest significantly more over the coming years" in AI
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Erik Meijer leaves Meta, says there is "no advantage to be inside a large corp if you want to build cool stuff on top of LLMs"
Alongside the senior director of generative AI and another researcher
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Meta’s CapEx drops almost $3bn during data center construction pause
Company expects higher CapEx next year as construction resumes with new AI design
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Chan Zuckerberg Initiative to build 1,000+ GPU cluster for biomedical AI research
Plans to build large language models for predicting human cells
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As share price crashes, Meta says it plans more data center buildout, but will extend server life
Will build new data centers designed for "next-generation AI hardware"
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Facebook/Meta builds huge Nvidia DGX A100 system, will become "the fastest AI supercomputer in the world"
AI Research SuperCluster will grow to include 16,000 GPUs