DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - Georgia Butler, DatacenterDynamics
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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Oracle upscales layoffs, expected to increase restructuring costs by $700m
While chairman Larry Ellison ditches plans for stock sale
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Firmus seeks $5bn raise in Australian IPO - report
Targeting an offering in October
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SpaceX signs compute contract valued at $13.3bn annually
Brings total annual income from compute leases to $41.1bn
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Pentagon in talks to loan Fluidstack $5bn - report
Money would come from Pentagon's Office of Strategic Capital
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Microsoft targets 38GW of data center capacity in 2032 - report
Currently operates ~12GW
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Oracle delivered 300,000 GPUs in Q1 FY2027
Executives also tease "new agentic AI accelerator"
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DISA launches tender for $21.6bn JWCC contracts
Cloud providers have until October 6 to submit bids
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Zankore secures $3.1bn senior term loan facility for AI cloud build-out
Will build initial 100MW of capacity, scaling to 1GW
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Parallel Works and CoreWeave partner on cloud platform for DARPA
Jointly develop managed AI and HPC platform for the NODES program
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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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JD Cloud and Moore Threads team up on cluster of 100,000 GPUs
Will use Chinese hardware
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Oregon pauses land sales of state owned property for data center projects through July 1, 2027
Governor directs all transactions on state property for data centers be frozen
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Ivory Coast targets launch of first state-owned data center in 2027
Will be backed by US Export-Import Bank
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Google and Blackstone JV experiences delays in data center projects - report
Project Braid hits some snags but executives say it is making "strong progress"
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Google pledges €13bn investment in digital infrastructure in Finland
Will span a two-year period
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Palantir selects Nebius as sovereign AI infrastructure provider
Palantir's commercial customers will have access to Nebius' cloud platform
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Qualcomm and AWS partner on custom silicon for large-scale AI data centers
Will also work on optical connectivity solution with up to 1.6T
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Qatar's Meeza signs 8MW lease with global hyperscaler
Company's largest contract to date
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Digital Realty launches 6.4MW data center in Nairobi, Kenya
While iColo joins Digital Realty brand
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Firmus to provide OpenAI with compute capacity in Malaysia
While OpenAI's Stargate efforts in South Korea stall
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GLP begins development of 200MW data center in Foshan, China
First phase comprises 40MW
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Corvex targets 8MW of AI cloud capacity by end of 2026
Company secures $33m for expansion plans
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Anthropic signed $517bn in compute agreements in past 11 months
Represents 14.8GW of compute capacity
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Nscale seeks $3.5bn in pre-IPO funding - report
IPO itself reportedly targeting a $3bn raise
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Microsoft reveals Azure earnings for the first time, adjusts financial reporting practices
Previously Azure was included under "intelligent cloud" segment
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Meta's $1.2bn data center in Kuna, Idaho, goes live
Facility is the company's second AI-optimized data center
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Nscale signs $3.5bn compute agreement with robotics company Figure
Could expand to $6bn
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Crusoe signs $13bn deal with Jane Street - report
Will run for five years