DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - Cloud & Hyperscale, Charlotte Trueman, DatacenterDynamics
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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Alibaba unveils Zhenwu V900, says cloud capacity will hit 20GW by 2032
New AI chip slated for release in Q1 2027
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AI chip startup Rebellions partners with ai& for Japanese AI infrastructure deployment
ai& looking to purchase up to 100 units of Rebellions’ RebelRack infrastructure
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Cerebras unveils CS-4 rack scale solution powered by four-trillion transistor WSE-3T chip
Chip company says CS-4 delivers 750 petaflops of AI compute
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Google rumored to have partnered with AMD on TPU v10, as shipments of current generations revised down - report
Details disclosed in a report from research firm SemiAnalysis
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Nebius expands European presence, announces deployment in Estonia and second data center in Mäntsälä, Finland
Announcements made alongside company’s Q2 2026 results
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Oracle partners with Quantinuum to deploy Helios quantum computer on OCI
Oracle will preview its OCI quantum system in the coming months
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IBM and Together AI sign $240m Nvidia HGX B300 cloud deployment deal
Cluster expected to go live in Q1 2027
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Fermi signs agreement with TensorWave for up to 650MW of data center capacity at Project Matador site
Facility will support AMD GPU deployments once completed
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Riot Platforms agrees 191MW, 20-year lease agreement with Anthropic worth $9.1bn – report
Capacity will be deployed at Bitcoin miner’s campus in Rockdale, Texas
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Fluidstack shares details of planned data center in Sullivan County, Indiana
Company said it wants to provide information about the project, local residents remain unconvinced
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Aussie AI cloud company Firmus raises $2bn via equity sale
Investors include Blackstone, Coatue, Nvidia, and Jane Street
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Microsoft to deploy AMD Helios rackscale solution to support inference workloads and Azure services
AMD will start shipping Helios in H2 2026
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Cerebras shares fall by 20 percent after company publishes first earnings report since its IPO
Chip designer downgraded its full-year and quarterly gross margins
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Microsoft unveils Majorana 2 quantum chip
Company says chip puts it on path to achieve scalable quantum computer by 2029
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ByteDance and Oracle named as Arm AGI CPU customers
Revealed by Arm CEO Rene Haas at Computex
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Qualcomm developing custom silicon with unnamed hyperscaler as company continues to plot data center comeback
Initial shipments of the chips expected in December
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Microsoft loses IP exclusivity rights and sees revenue payments capped in updated OpenAI deal
Revenue share payments will also no longer be contingent on OpenAI achieving AGI
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Google unveils eighth-generation TPUs, two dedicated training and inference chips
“Purpose-build architectures” designed to support model training and inference workloads
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Meta partners with Broadcom for development of “multiple generations” of MTIA chips
Comes a month after Meta unveiled next four generations of its AI training and inferencing chips
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Broadcom to develop Google TPUs until 2031; Anthropic signs deal with both companies for 3.5GW of TPUs
Financial terms of agreements have not been disclosed
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Hyperscale Data purchases 48.5 acres in southwest Michigan to expand data center campus
Purchase more than doubles company’s acreage in the area
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Google expands quantum roadmap to include neutral atoms as well as superconducting qubits
Google says focusing on second modality with increase its ability to deliver mission sooner
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Arm partners with Meta for data center AGI CPU
Marks the first time Arm has produced a physical chip, rather than licensing the IP
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Qilimanjaro Quantum Tech launches Quantum-as-a-Service cloud offering
SpecQtrum will give users access to the company’s data center in Barcelona, Spain
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AWS partners with big chip co. Cerebras for AI “inference disaggregation”
Will be deployed on Amazon Bedrock in AWS data centers
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AMD signs $250m deal with Nutanix to develop infrastructure platform for agentic AI applications
Full-stack platform will support applications across on-premises, Edge, and cloud environments
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Meta and AMD sign multi-year agreement for 6GW GPU deployment
First gigawatt scheduled for deployment later this year, with companies to align across silicon, systems, and software roadmaps
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Microsoft claims oven door material can replace expensive fused silica for Project Silica long-term data storage system
Microsoft Research Cambridge has published its findings on the benefits of borosilicate glass in science journal Nature