DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - IT Hardware & Semiconductors, Morgan Stanley
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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Nvidia’s Blackwell GPUs sold out for 12 months
Products to start shipping out this quarter
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Intel board member Lip-Bu Tan resigns after alleged disagreements over management of company
Chipmaker also looking to fend off potential activist campaign from investors
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Dojo supercomputer could add $500bn to Telsa’s valuation, claims Morgan Stanley
New cluster could open new addressable markets, says analyst
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Morgan Stanley accused of “ignoring industry standards” during decommissioning data loss incident
Company accused of "profit-driven decisions" that led to data loss
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GlobalFoundries turns to Morgan Stanley for IPO, could value chip company at $30bn
Adding $10bn to its rumored valuation from just a few months ago
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John Hatem rejoins CyrusOne as exec VP and COO
Hatem comes back home