DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - IT Hardware & Semiconductors, 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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JD Cloud and Moore Threads team up on cluster of 100,000 GPUs
Will use Chinese hardware
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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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GoPro to enter AI data center market via merger with optical photonics company
Company has entered into a merger agreement with Action Acquisitions and Starman Optical
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Lambda secures $1bn private debt to purchase Nvidia GPUs - report
Chips will be leased to Microsoft
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AWS to deploy 2 million additional Nvidia GPUs
Two companies expand their partnership
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OVHcloud to raise dedicated server prices by up to 87 percent from September
RAMaggedon sees costs skyrocketing
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AI lab Moonshot leases 20,000 Nvidia GPUs from Alibaba Cloud - report
Makes up a significant proportion of Moonshot's overall compute capacity for Kimi models
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Samsung SDS launches NPU-as-a-Service offering with FuriosaAI chips in South Korea
Will be powered by FuriosaAI's RNGD AI chip
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CleanCore Solutions signs on Cerebras under 10-year colocation agreement
Cerebras also selected to power CrowdStrike's AI security platform
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Vultr adds AMD Instinct MI455X GPUs to its cloud platform
Two companies recently partnered with the University of Cambridge for a global environmental monitoring project
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Google grows TPU stash by ~$7bn in last year
As company seeks to increasingly sell TPUs, not just lease them
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IBM CEO: Z revenue is "deferred not destroyed"
IBM executives attempt to assuage concerns after poor quarterly performance
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Nvidia acts as backstop for customer GPUs in return for cut of cloud revenue
Firmus and Sharon AI are first adopters
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Qualcomm considers acquiring AI chip firm Tenstorrent
Deal could be worth $8-10bn
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Alchip taps AWS for semiconductor design and simulation workloads
Expands use of cloud platform
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Pinterest signs $4bn infrastructure agreement with AWS
Will use AWS' Graviton and Trainium chips
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Japan's Datasection to deploy 4,696 B200 GPUs in Thailand
Will be housed in a data center in Bangkok
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Microsoft launches VMs based on Cobalt 200 chip in preview, Maia 200 already in production
Announced at Microsoft Build 2026
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CoreWeave claims to have first Nvidia Vera Rubin NVL72 up and running
Delivered by Dell Technologies
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Iren taps Dell Technologies for Nvidia Blackwell servers under $1.6bn contract
Will be deployed at Iren data centers in Childress, Texas
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Huawei launches full-stack data infrastructure offering for AI
Includes OceanStor Pacific scale out storage offering
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Anthropic in talks to use Microsoft's custom Maia AI chips - report
Remain in early stages and may not progress to an agreement
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Alibaba announces new AI chip for training and inferencing workloads
Zhenwu M890 has 144GB of GPU memory
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Nebius, Lambda, and CoreWeave unlikely to buy Google TPUs any time soon
We love Nvidia chips, say Nvidia-backed firms
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Google to sell TPUs to a "select group of customers" for their data centers, increases capex forecast
Company sees strong Q1 for FY2026
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IBM files for new quantum computing facility in Poughkeepsie, New York
Plans to expand campus with new 511,000 sq ft facility
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IBM unconcerned about memory shortage impact on company supply chain
Continues seeing progress in infrastructure segment
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Australian Taxation Office signs AU$104.8m contract for IBM z17 mainframe
Home Affairs department also signs AU$35m for non-mainframe IBM deal