DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - North America, Georgia Butler, DatacenterDynamics
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
-
SpaceX signs compute contract valued at $13.3bn annually
Brings total annual income from compute leases to $41.1bn
-
Pentagon in talks to loan Fluidstack $5bn - report
Money would come from Pentagon's Office of Strategic Capital
-
DISA launches tender for $21.6bn JWCC contracts
Cloud providers have until October 6 to submit bids
-
Parallel Works and CoreWeave partner on cloud platform for DARPA
Jointly develop managed AI and HPC platform for the NODES program
-
Oregon pauses land sales of state owned property for data center projects through July 1, 2027
Governor directs all transactions on state property for data centers be frozen
-
Google and Blackstone JV experiences delays in data center projects - report
Project Braid hits some snags but executives say it is making "strong progress"
-
Corvex targets 8MW of AI cloud capacity by end of 2026
Company secures $33m for expansion plans
-
Meta's $1.2bn data center in Kuna, Idaho, goes live
Facility is the company's second AI-optimized data center
-
Nscale signs $3.5bn compute agreement with robotics company Figure
Could expand to $6bn
-
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
-
Hyperscale Data ends cryptomining operations at Michigan data center
In preparation for incoming neocloud customer
-
ChronoScale and Microsoft partner on 50MW deployment in North America
Will be based on Nvidia GB300 NVL72 systems
-
Volato Group signs merger agreement with AI infrastructure company Alignment Engine, Inc.
Transaction values Alignment Engine at $500 million
-
Anthropic signs $45bn compute capacity agreement with Nscale - report
Deal is for 460MW at Nscale's data center campus in West Virginia
-
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
-
AI cloud Lambda seeks $3bn funding round ahead of IPO plans - report
Could look to go public next year
-
Nscale targets $3bn raise in US IPO - report
IPO could take place as soon as September
-
Healthy Choice Wellness Corp. plans reverse merger with data center company
Wellness retailer is pivoting to digital infrastructure
-
Meta files for subsea cable connecting the US and Denmark
Known as the Aurora system
-
AWS launches new availability zone for UK cloud region
Also adds AWS Local Zone in Las Vegas, Nevada
-
FBI puts out call for AI hardware procurement contracts
Department seeks up to $88m in AI hardware
-
Google reveals it is behind 506-acre Project Clydesdale data center in Oklahoma
Project will be located in Owasso
-
AWS pledges $6bn investment in data center campus in Shreveport, Louisiana
Total data center investment in state now $18bn
-
Core Scientific completes acquisition of Polaris DS
Will enable expansion of Muskogee campus to 1.5GW
-
Axe Compute and Duos Technologies sign 55MW capacity agreement
Will cover multiple US locations
-
Akamai secures $600m cloud computing contract
While Buzz HPC scores $350m agreement spread over five years
-
Distributed AI cloud provider Perimeter Compute launches
Company will deploy GPUs at the Edge
-
Google possible customer of MidAmerican data center in Salix County, Iowa
A 900-acre campus was proposed in June of this year