DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - The Cloud & Hybrid Channel, 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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Google-Blackstone's TPU neocloud named Crux AI, hires Meta's data center engineering head Alan Duong
Plans hiring spree ahead of 2GW/year ramp
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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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Charter CFO Jessica Fischer to join Google-Blackstone's TPU neocloud
Set to start in October, will be replaced by Kevin Howard
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Administrative Office of the U.S. Courts seeks vendor for two colocation data centers
Currently uses Digital Realty and Csquare through a third-party vendor
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Google chief scientist Jeff Dean departs, Demis Hassabis steps down as DeepMind CEO
Gemini co-lead Oriol Vinyals also departing
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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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Microsoft Azure outage at West US region causes intermittent connectivity failures
Systems expected to recover as issue is rolled back
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Google increases 2026 capex to $195-205bn as it accelerates AI data center buildout
Record Google Cloud revenue, but investors are uneasy about growing capex commitments
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Anthropic considers leasing compute from Meta in $10bn deal
As Meta increasingly looks set to become a cloud provider
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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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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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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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DCD Podcast - What data centers should expect from the next UK Prime Minister
Chatting to Kao Data's CEO Spencer Lamb about Keir Starmer and Andy Burnham
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Former shoe company Allbirds becomes Smartbird, appoints former AWS quantum exec as part of AI cloud pivot
Shares jump again for wannabe neocloud
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SpaceX details AI1 satellite 'data center,' claims 150kW peak compute
Shows a draft version of its space array, ahead of Friday IPO
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NASA explores modernizing its "aging" data center facilities
Seeks partners to upgrade its compute fleet
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Vista Equity Partners launches Vector Core Compute, an inference 'agentic neocloud' with SambaNova and Intel compute
After seeing agentic demand at portfolio software companies
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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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Mike Brinker becomes latest Googler to join Anthropic's data center team
As generative AI business expands its data center ambitions
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Nvidia to invest up to $2.1bn in neocloud Iren, funding deployment of up to 5GW of Nvidia DSX-aligned compute
As Iren energizes Sweetwater and buys Mirantis
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xAI cofounder Ross Nordeen joins Anthropic "to focus on compute," following Colossus lease deal
Nordeen was the last cofounder to leave Elon Musk's business
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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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AWS operated 56.84 million square feet of data center and office space in 2025
A 16 percent increase on the year before
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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
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Google plans to invest up to $40bn in Anthropic
With $10bn coming upfront
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Anthropic seeks data center leasing deals in Europe and Australia
As OpenAI retreats from Stargate Europe