DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - AI & Analytics, Oracle
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
-
Oracle and OpenAI start construction on Stargate data center campus in Saline Township, Michigan
Project dubbed "The Barn"
-
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
-
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
-
Microsoft in talks for the Crusoe Abilene capacity OpenAI's Stargate skipped - report
Could lease hundreds of megawatts of capacity
-
Oracle revealed as tenant of Project Jupiter data center campus in New Mexico
Site being developed by Stack and BorderPlex Digital Assets will be used for OpenAI
-
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
-
Oracle denies OpenAI data center delays
Previous reports suggested data center completion dates had been pushed back a year
-
Vantage breaks ground on Texas gigawatt data center campus for OpenAI
Company starts work on Stargate site
-
Oracle to expand Abu Dhabi region with Nvidia Blackwell Supercluster
Will deploy more than 4,000 Blackwell GPUs in UAE
-
Related Digital’s 1GW Michigan data center project to be part of OpenAI's Stargate
Deal struck with OpenAI and Oracle
-
OpenAI and Oracle to deploy 450,000 GB200 GPUs at Stargate data center in Abilene, Texas
Firms look set to occupy entire campus
-
Oracle to deploy cluster of 50,000 AMD Instinct MI450 GPUs
Will be publicly available in Q3 2026
-
Oracle unveils Zettascale10 AI supercomputer, claims it will be largest in the cloud
Connects hundreds of thousands of Nvidia GPUs across multiple data centers
-
Internal documents show Oracle's average profit margin for AI cloud deals was 16% - report
Analysts split on whether the drop in AI profits is cause for concern
-
OpenAI announces five more US Stargate data centers with Oracle and SoftBank
At full build-out would give the project 7GW of capacity
-
xAI to use Oracle Cloud Infrastructure to train and run inferencing for Grok
Among many AI companies using OCI
-
Oracle to deploy cluster of more than 130,000 AMD MI355X GPUs
Cloud company's GB200 NVL72 supercluster also now available, and other Oracle news
-
Oracle to spend $40bn on Nvidia GPUs for OpenAI Texas data center
Will be housed in the Abilene, Texas, data center campus
-
IBM launches new LinuxONE server with Telum II chips
And more news from IBM
-
Nvidia GB200 NVL72 now available via Oracle Cloud
Oracle deploys "thousands" of Blackwell GPUs
-
Nebius and YTL to offer Blackwell Ultra instances, others announce availability of B200s and GB200s
And more cloud news from GTC
-
Zoom uses Oracle Cloud Infrastructure for AI in Saudi Arabia
Oracle also brings Fusion Cloud Applications to its EU Sovereign Cloud offering
-
Meta signs deal with Oracle Cloud for AI training
Will be a customer of Oracle Cloud from Q3 2025
-
Oracle's 65,000+ GPU supercluster now generally available
Can provide up to 260 Exaflops of FP8 performance
-
AMD Instinct MI300X GPUs now available on OCI
Will power the newest OCI Compute Supercluster
-
Uber partners with Ampere Computing on custom chips
Company wants more control over hows its workloads run on OCI
-
CIA looks to cloud computing for access to AI
Agency working with cloud providers for its push with AI
-
Oracle not looking to develop custom AI chips
Will continue working with other vendors that supply hardware for its data centers