DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - North America
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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SWI raises €800 million for data center expansion
Funds to support projects in the US and Europe
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Ringleader of multi-state cell tower theft gang sentenced to six and a half years in prison
The scheme put 911 services at risk
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Memphis council delays decision on year-long data center moratorium despite protests
Home of Musk's xAI data centers could ban new developments for 12 months
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Nvidia opens up Vera Rubin rack and tray designs to OCP
MGX 1.2 spec doubles down on liquid cooling
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Nvidia gears up to smash CPU hegemony as Vera starts shipping
Dedicated ‘discrete’ processor platform segregates agentic workloads from NVL72 to boost performance
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Echion partners with Proper Voltage to develop 1.6MW UPS for AI data centers
Ink MoU to develop an integrated system
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Supermicro contractor Ting-Wei “Willy” Sun pleads guilty to four counts associated with Nvidia chip smuggling charges
Charges include conspiracies to violate export controls, smuggle goods, defraud the US, and obstruct justice
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US DOE funds 12 projects under Genesis Mission; cloud providers sign up to support effort
AWS and Crusoe among those to offer compute capacity
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AMD unveils Helion rack to support agentic AI workloads
Company says rack is customizable, with CPU-only version available
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Serverfarm tops out first data center at Arkansas campus
Building to offer 108MW across 300,000 sq ft
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Former Hut 8 executive takes CEO role at Fortitude Mining Holdings
Jaime Leverton assumed her new role last month
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Five-building data center campus proposed in Metter, Georgia
Developer behind project currently unknown
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Oratomic raises $775m for development of fault-tolerant quantum computer
Pasadena-based startup emerged from stealth in March 2026
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Hyperscale Data plans Patriot BTC subsidiary for Bitcoin mining business
Will transfer Montana data center to new company
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Cipher extends Barber Lake data center lease commitments to 20 years
Fluidstack and unnamed AI lab agree lengthy leases
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Bitdeer expands Soluna mining agreement to 35MW
Builds on agreement announced in August
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xAI's Michael Roberson joins OpenAI infrastructure team as commissioning program manager
As well as other SpaceXAI staff and former Meta employees
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Anthropic-linked $366m data center project filed for in Cedar Creek, Texas
First building will be located on Earl Callahan Road
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Report: Nvidia plans to invest in inference chip startup d-Matrix
Follows reports that company was seeking to raise additional funds, targeting $5bn valuation
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SpaceX to acquire Grain's 800MHz spectrum assets to further advance carrier ambitions
As the company continues to push to challenge US telcos
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ThisWay Global plans 73MW AI and HPC data center in Bryan, Texas
Will offer compute to researchers, public sector, and industry users
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PsiQuantum receives $150m conditional loan commitment from US gov’t to expand manufacturing and prototyping efforts
Funding will support ongoing expansion of company’s California factory
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Verizon exec overhaul claims chief network officer Adam Koeppe
Koeppe in a LinkedIn post explained that 'it’s time to move on to the next chapter'
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GlobalFoundries signs $2bn, five-year deal with TSMC for production of advanced packaging components
GF’s Malta, NY, fab will become first US source for supply of silicon interposers
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Oracle, Broadcom, and SpaceX looking to secure ten of billions in financing to support AI compute purchases – report
Broadcom is seeking $50bn, while SpaceX is looking to secure $40bn
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Wolfspeed receives $1.5bn conditional loan commitment from US gov’t to boost domestic SiC and GaN production
Financing will also help advance a number of DoD initiatives
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FCC approves SpaceX's request to launch 15,000 D2D satellites
As the space giant looks to take the cellular fight to 'Big 3' US carriers
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DARPA announces four companies advancing to final stage of its Quantum Benchmarking Initiative
Atom Computing, Diraq, IBM, and IonQ have all progressed to Stage C of the program