DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - The Compute, Storage & Networking Channel
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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DensityAI: Chip startup founded by former Tesla Dojo execs valued at $10bn – report
Company has raised “hundreds of millions” for development of chip with 3D DRAM stacking, report claims
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ASML’s revenue share drops to zero percent in Europe, says it has sold “absolutely nothing” in the region this year
EUV lithography company says its working with politicians to bolster chipmaking efforts across the continent
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Tower Semiconductor to establish large-scale optical chip hub as part of $4bn Japanese investment pledge
CEO provides further details regarding expansion plans announced earlier this year
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QuEra partners with HPE to integrate quantum computer within Cray-powered HPC environments
Quantum firm now offering access to systems via both on-premises deployments and the cloud
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SiPearl delivers first samples of Rhea1 CPU to Bull for Jupiter exascale supercomputer
First order of SiPearl’s Rhea1 processors
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IonQ to deploy first quantum computer at Nvidia’s Accelerated Quantum Research Center
The Superion 256 will be installed in 2027
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Nexstrom raises $12m for post-silicon chip wafers
Singapore-based startup has developed a platform for growing 12-inch single-crystal 2D semiconductor materials
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Alibaba unveils Zhenwu V900, says cloud capacity will hit 20GW by 2032
New AI chip slated for release in Q1 2027
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Lithography firm Morphotonics targets data center optical component market after raising €40m
Company’s technology currently used to manufacture displays for AR glasses
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GlobalFoundries and Marvell sign multi-year development agreement for optical technologies
Partners will increase silicon germanium capacity at GF’s Burlington, Vermont, facility
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IBM and ETH Zurich collaborate on quantum computer to be hosted in Lugano, Switzerland
New system at Swiss National Supercomputing Center will be accessible to private firms and other higher education institutions
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IQM to deploy Spark quantum computer at Brazil’s Eldorado Research Institute
First quantum system deployed by Finnish quantum firm in South America
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Applied Materials to invest $5bn to bolster chip ambitions in India over coming decade
Investment will include the establishment of a 140-acre research park
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Mitsubishi invests in Japanese optical quantum startup OptQC
Size of investment has not been detailed
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AI chip startup Rebellions partners with ai& for Japanese AI infrastructure deployment
ai& looking to purchase up to 100 units of Rebellions’ RebelRack infrastructure
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Onsemi unveils its Embedded Power Platform architecture to increase power density
Works by using the silicon wafer as an embedded package
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Axelera AI launches Europa chip, makes hardware available in Dell and Supermicro servers
Now shipping in Dell XE5 and Supermicro 111AD servers
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Dutch AI chip startup Euclyd raises $231 million in funding round co-led by Samsung
Former ASML CEO Peter Wennink has also joined as chairman of the board
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IQM sells second quantum computer to Japan’s Toyo
The Spark system is expected to be operational in early 2027
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Fujitsu announces Monaka CPU and server will be available from November
Both the CPU and server have been developed and manufactured in Japan
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Bull awarded €31m contract with AEMET to deliver infrastructure for weather forecasting supercomputer
System will be hosted across two sites in Madrid
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Positron AI raises $875m at a $5bn valuation to support develop of next-generation hardware
Financing was raised across two tranches
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Nvidia’s Groq deal facing DOJ probe amid regulator scrutiny into acqui-hires: report
Justice Department investigation joins FTC inquiry into potential de facto big tech mergers
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Huawei bets big on near-packaged optics with 7.2T module to fuel AI scaling
Vendor champions open NPO play over CPO for AI networks
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Nvidia partners with Aussie companies to bring 2GW online by 2027
Chip designer teams up with cloud providers and data center operators in Australia
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Google-Blackstone's TPU neocloud named Crux AI, hires Meta's data center engineering head Alan Duong
Plans hiring spree ahead of 2GW/year ramp
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JD Cloud and Moore Threads team up on cluster of 100,000 GPUs
Will use Chinese hardware
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Samsung working with OpenAI on next-generation chips - report
Building on memory deal signed last year