DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - AI & Analytics, Georgia Butler, DatacenterDynamics
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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Zankore secures $3.1bn senior term loan facility for AI cloud build-out
Will build initial 100MW of capacity, scaling to 1GW
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Parallel Works and CoreWeave partner on cloud platform for DARPA
Jointly develop managed AI and HPC platform for the NODES program
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Nvidia partners with Aussie companies to bring 2GW online by 2027
Chip designer teams up with cloud providers and data center operators in Australia
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JD Cloud and Moore Threads team up on cluster of 100,000 GPUs
Will use Chinese hardware
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Palantir selects Nebius as sovereign AI infrastructure provider
Palantir's commercial customers will have access to Nebius' cloud platform
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Qualcomm and AWS partner on custom silicon for large-scale AI data centers
Will also work on optical connectivity solution with up to 1.6T
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Firmus to provide OpenAI with compute capacity in Malaysia
While OpenAI's Stargate efforts in South Korea stall
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Anthropic signed $517bn in compute agreements in past 11 months
Represents 14.8GW of compute capacity
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Nscale signs $3.5bn compute agreement with robotics company Figure
Could expand to $6bn
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Crusoe signs $13bn deal with Jane Street - report
Will run for five years
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Hyperscale Data ends cryptomining operations at Michigan data center
In preparation for incoming neocloud customer
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Equinix, Together AI, Nvidia partner on Inference Exchange
Aims to give enterprises access to secure, low-latency AI inferencing
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Iren secures contract from "leading frontier lab," on track to exit crypto business by end of year
Neocloud releases results for fiscal year 2026
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ChronoScale and Microsoft partner on 50MW deployment in North America
Will be based on Nvidia GB300 NVL72 systems
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Lambda secures $1bn private debt to purchase Nvidia GPUs - report
Chips will be leased to Microsoft
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Anthropic signs $35bn cloud agreement with Lambda - report
Will be for data center in Nueces County, Texas
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Nvidia pauses some cloud revenue sharing deals - report
Concerned that initiatives could lead to antitrust scrutiny
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Volato Group signs merger agreement with AI infrastructure company Alignment Engine, Inc.
Transaction values Alignment Engine at $500 million
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AWS to deploy 2 million additional Nvidia GPUs
Two companies expand their partnership
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Anthropic signs $45bn compute capacity agreement with Nscale - report
Deal is for 460MW at Nscale's data center campus in West Virginia
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Mistral and Humain team up for sovereign AI in Saudi Arabia
Will also bring services to wider Middle East region
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Rum Group signs up to $13.7bn lease agreement with unnamed US cloud customer
Unnamed customer to lease capacity from Rum's data center in Maysville, Georgia
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AI data center and sovereign cloud launched in Papua New Guinea
And other sovereign cloud news
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Nscale targets $3bn raise in US IPO - report
IPO could take place as soon as September
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Hudson River Trading taps CoreWeave for research platform
CoreWeave secures another quant trading firm
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Bitdeer AI deploys Nvidia GB300 NVL72 cluster in Malaysia
Around half of capacity from Malaysian data center has been contracted
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FBI puts out call for AI hardware procurement contracts
Department seeks up to $88m in AI hardware
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Tencent Cloud plans cloud region in Malaysia
Will offer three availability zones