DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - Investment / M&A / Financing, 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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Mistral raises €3bn in Series D led by Samsung Electronics
Plans to spend it on more compute
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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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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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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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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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Asad Malik named head of compute finance & strategy at Anthropic, joins from Google
As company ramps up cloud spend and its own data center infrastructure
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Anthropic signs supply agreement with Micron, following investment
Micron will also use Claude
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Nvidia to raise $25bn in corporate bond sale
Its first bond sale in five years
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SpaceX shares keep rising, company worth more than Microsoft and Amazon
Becomes the world’s fourth-largest publicly traded company
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US investment lead for $100bn Brookfield AI Infrastructure Fund joins Anthropic
Jake Gross to focus on compute transactions
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OpenAI files for US IPO, but says it still has things it wants to do while private
A week after Anthropic filed for its IPO
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Hut 8 prices $4.25bn note offering for 352MW Texas data center
Facility is already leased to an undisclosed hyperscale tenant
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SoftBank plans up to 5GW data center buildout in France, investment of up to €75bn
Will partner with Schneider Electric for a "large-scale industrial production cluster" at the Port of Dunkirk
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Musk: SpaceX-xAI is actively seeking more AI compute customers, following Anthropic deal
As the business appears to be morphing into a neocloud
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Fermi's ousted CEO fights for return, company claims he is "attempting to fill the board with his acolytes to force a sale"
Toby Neugebauer remains the largest shareholder, but has lost the support of the second largest shareholder in messy spat
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OpenAI president Greg Brockman owns stakes in Cerebras, CoreWeave, Stripe, and Helion
All companies with which OpenAI has entered into business deals
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OpenAI missed revenue and user targets, faces internal concern over meeting data center spend commitments - report
As company reworks Stargate and preps for IPO