DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - China, 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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Defense authorization bill provision could ban private data centers on US DoD land from using Chinese equipment
Companies are already evaluating land at military sites
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LineShine: All-CPU Chinese supercomputer named world's most powerful
Huawei gear used in 2.198 exaflops supercomputer
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Anthropic disables latest AI model after US order limits foreign access
Amazon's CEO warned the government about the model
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DARPA Smash: Agency hopes to recover all elements from ore, render China’s rare earth supply chain stranglehold obsolete
Would also solve copper shortages and other supply challenges
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Supermicro cofounder resigns from board following China GPU smuggling charge, shares down 33%
US claims $2.5bn of servers shipped to China
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US leads 'Pax Silica' formation, bringing together countries to secure semiconductor supply chain
But Taiwan is conspicuously not part of the group
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Major Cloudflare outage brings down sites around the world (including DCD)
Smaller platforms like ChatGPT and X also impacted
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JPMorgan: Global data center and AI infra spend to hit $5 trillion, demand for compute "remains astronomical"
Despite bubble fears, analysis predicts record spend that will reshape bond markets
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Nvidia becomes world's first $5 trillion company
Boosted by Trump comments and GTC announcements
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OpenAI tells White House that US needs 100GW of new energy per year to support AI boom
Calls to close “electron gap” with China
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Bloomberg claims UK gov't considered destroying London data center with Chinese owners over spy concerns
Amid broader allegations of Chinese espionage and hacking claims
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Trump threatens 100% China tariffs as Beijing tightens rare earth metal exports
But the President already appears to be walking it back
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Google Cloud plans LA28 Games partnership, Alibaba Cloud teams up with NBA China
Cloud and AI services for games around the world
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Trump signs EO bringing TikTok sale closer, as Oracle looks to partner with MGX, Fox, and Silver Lake for acquisition
Trump backers headline list of expected acquirers
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Vertiv launches 5-50MW pre-fabricated data center solution 'OneCore'
Supports up to 944 racks
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Schneider Electric says European data center market is picking up, raises prices globally due to tariffs
Says it will take Motivair global
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Chinese government plans data center capacity reseller network amid overbuild concerns
Beijing could build state-run cloud service from surplus compute
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US considers targeting Samsung, SK Hynix, TSMC operations in China - report
Shares slide on news of potential move
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Trump extends ByteDance's TikTok sale window, again
Shortform vids, longform saga
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El Capitan still the world's fastest supercomputer in Top500 list, Jupiter Booster named Europe's most powerful
Limited movement in the bi-annual HPC report
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Nvidia continues AI revenue growth, reports $39.1bn in data center sales
But says it would have made billions more if not for Chinese restrictions
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Schneider Electric sees double digit data center growth, scores ByteDance as a customer
India becomes company's third-largest overall market
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Vertiv launches modular prefabricated overhead infrastructure system 'SmartRun'
Power, networking, and cooling for data hall deployments
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Former Google CEO suggests building data centers in remote locations in case of nation-state attacks to slow down AI
Eric Schmidt, Scale AI's CEO, and the Center for AI Safety look to nuclear weapons for lessons on the AI age
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Dell’Oro Group predicts data center annual capex will hit $1 trillion by 2029
But figure is somewhat based on Stargate happening as promised
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Canada and Mexico impose retaliatory tariffs against US
From trading partners to trade war