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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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
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Quantum firm Xanadu partners with GlobalFoundries for photonic component development
Multi-year collaboration will focus on ultra-low-loss photonic design and process development
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Intel and Applied Materials to collaborate on chip manufacturing advancements
Work will take place at the companies' respective R&D facilities
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AT&T to combine Forged Fiber 37, Gigapower into one JV
Carrier continues towards its 60 million buildout target
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Google signs 3.6GW deal with Constellation to secure power in PJM service area
Nuclear and natural gas deal covers major data center markets
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Telus, AST SpaceMobile carry out D2D test in Canada
The duo completed their first satellite-to-smartphone integration test on Telus' network
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AWS plans 36-building data center campus in Indiana County, Pennsylvania
Set for Homer City Energy Campus
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D-Wave partners with University of Arkansas for research into supply chain-based quantum applications
Quantum firm will work with the university’s Supply Chain Management Research Center on the project
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HF Sinclair launches cooling fluid for direct-to-chip environments
Oil company follows on from launch of immersion fluid in 2024
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Lumos snaps up Allo Fiber's Joplin, Missouri, fiber network
The acquisition will bolster T-Mobile's fiber footprint as part of its JV
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TeraWulf's Kentucky campus to reach 1GW in 2029
Company adding second 500MW phase a year sooner
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Investment firm Forum Markets partners with Edge Node for US compute roll-out
JV taking on data center capacity in Dallas and North Carolina, deploying capacity at Texas cell tower
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Axe Compute acquires full ownership of AI cluster in Columbus, Georgia
Purchased from Duos Technologies Group, Duos still owns facility
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Ares ups investment in Sabey Data Centers
Minority stakeholder takes total investment above $500 million
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Green fuels plant in Nova Scotia, Canada, could host data centers
EverWind Fuels explores potential co-located data center development