DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - Software, 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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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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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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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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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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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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OpenAI: "New bet" to partner with semiconductor companies, using AI to optimize chip design
After it used its own models to help co-design the Jalapeño AI chip with Broadcom
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Anthropic disables latest AI model after US order limits foreign access
Amazon's CEO warned the government about the model
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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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Anthropic to use all of SpaceX-xAI's Colossus 1 data center compute
And "expresses interest" in multiple gigawatts of orbital AI compute capacity
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Anthropic hiring for analyst to assess geopolitical risks and nation-state threats to staff, offices, and data centers
Just don't ask the Department of Defense
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OpenAI to amend DoD AI contract after surveillance and autonomous weapons concerns
After Anthropic gets supply-chain risk designation for not allowing such work on Claude
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Trump orders federal agencies to "immediately" stop using Anthropic AI tech, threatens "criminal consequences" against "radical left, woke company"
After company sought to put limits on DoD usage of its AI for mass surveillance and fully autonomous weapons
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OpenAI to use 2GW of Trainium on AWS, expand Amazon cloud contract by $100bn
After Amazon pumps $50bn into the AI company
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OpenAI raises $110bn, with $50bn from Amazon, and $30bn from both Nvidia and SoftBank
ChatGPT maker soars to $730bn valuation, signs Amazon compute deal
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Pacific Northwest National Lab considers building AI data center for DOE research LLMs
System would be 2MW by 2028, and then could grow to 40MW
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Anthropic CEO on AI data center spend: "If you’re off by a couple years, it can be ruinous"
Says timing growing compute costs is critical, suggests competitors are "YOLOing" data center build out
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Anthropic raises $30bn from GIC, Coatue, D. E. Shaw Ventures, MGX, and others
Includes some of the previously promised investment from Microsoft and Nvidia
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Abu Dhabi’s MGX in talks to join Anthropic's $20bn round
Alongside funding OpenAI, Stargate, and xAI
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Nvidia CEO says company will make a 'huge' investment in OpenAI, but it won't be $100bn
As company pushes back on claims that Jensen Huang was frustrated with OpenAI and its lack of discipline
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Amazon in talks to invest $50bn in OpenAI
Company is one of OpenAI's cloud providers, and an Anthropic investor
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IBM's CEO says there's "no way" for gigawatt data centers to turn a profit
Krishna remains doubtful on trillion-dollar AI buildout
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Video game publisher Krafton to build $88m Nvidia B300 GPU cluster amid controversial 'AI-first' pivot
Subnautica 2 and PUBG publisher starts voluntary layoffs, as it fights with developers over $250m
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Jeff Bezos to be co-CEO of 'Project Prometheus,' an AI startup with $6.2bn in funding
Amazon's founder has returned
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JPMorgan: Global data center and AI infra spend to hit $5 trillion, demand for compute "remains astronomical"
Despite bubble fears, analysis predicts record spend that will reshape bond markets
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