DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - Business Operations, Sebastian Moss, DatacenterDynamics
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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Amid data center public backlash, Yvette Eden Ruiz joins OpenAI’s Community Engagement team from JPMorgan
As data centers become an issue for the midterms, OpenAI looks to change the message
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Mistral raises €3bn in Series D led by Samsung Electronics
Plans to spend it on more compute
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Matt Clifford, man behind UK's AI Growth Zones plan, joins Anthropic
Plans to stay on at ARIA is "a clear conflict of interest," MP says
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Former OpenAI Stargate exec Shamez Hemani joins Anthropic after brief Meta Compute stint
Was one of a group of departures to Meta's compute team
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UK Green Party calls for nationwide data center moratorium
Only 'local scale data centers for the local community' would be allowed
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OpenAI's head of data centers, Chris Malone, latest to depart
Stargate crew has seen key figures leave
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Nvidia backs data center powered land company Cloverleaf
Will help company bring projects to fruition, based on Nvidia DSX platform
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UAE's Mubadala considers investing in 500MW Bitgrit & S2 data center in Akita, Japan
Smaller 1.5MW deployment expected next year
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Groq raises $350m, with Nvidia participation "planned"
Company value nearly halved following Nvidia license deal
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Nvidia confirms it will back 4.25GW of OpenAI capacity at Ports-Pike mega data center
SB Energy facility will exclusively use Nvidia compute and networking
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Switch confidentially files for IPO - report
Rob Roy's data center firm could be going public again
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Former employees sue Prime Data Centers for $400m, claim compensation fraud
Allege scheme to reduce equity
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Tesla promises more data center battery sales in latest earnings call
Its biggest deployment remains at Elon Musk's sister business SpaceXAI
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KKR closes Global Infrastructure Investors V fund with $19.2bn to spend on infrastructure
Including data centers, energy, and other AI infrastructure
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SpaceX earnings: 2GW of compute by year end, aiming for 10-20GW by end of 2027
But Elon Musk's businesses have a habit of missing targets
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Meta boosts AI data center capex, forecasts $130-145bn spend
Shares drop as spending increases, and free cash flow falls
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AWS reports fastest growth since 2021, Amazon annual capex to hit $220bn on AI memory costs
Cloud sales boom as company ramps up data center buildout
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Nvidia to invest $5bn in Safe Superintelligence, Sutskever firm to substantially increase GPU compute
Ilya's AI lab had been using Google TPUs
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SpaceXAI considers large-scale data center in Texas - report
Despite orbital ambitions, has sights set on gigawatt campus
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Uday Ruddarraju named OpenAI's CTO of Compute
Former xAI staffer celebrates one-year anniversary at company
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xAI appeals to Ninth Circuit after US court dismisses data center trade secret case against OpenAI
And OpenAI attempts to get its legal fees paid by Musk's company
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OpenAI's Sam Altman accuses Musk of selling public market investors "on short-term space data centers"
Generative AI business unlikely to make use of proposed SpaceX Orbital Data Center System
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SambaNova raises $1bn in Series F round, AI compute company valued at $11bn
JPMorganChase to deploy RDUs for on-prem inference
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Generate Capital's Sven Semmelmann joins OpenAI as head of compute capital markets
As the company prepares for a possible IPO
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Microsoft plans to cut 4,800 jobs
Primarily impacts Xbox, but cloud workers also hit
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Siemens Financial invests in UK data center operator Kao Data
As the company renews its renewable electricity supply agreement with Shell
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AWS says it added more data center capacity "than any other company" in 2025, including 1.2GW in Q4
The cloud king looks to hold onto its throne
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Microsoft UK's Thames Valley Park campus could be redeveloped as a gas-powered data center
Reading site set to head to public consultation