DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - Cloud & Hyperscale, 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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Google-Blackstone's TPU neocloud named Crux AI, hires Meta's data center engineering head Alan Duong
Plans hiring spree ahead of 2GW/year ramp
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Google chief scientist Jeff Dean departs, Demis Hassabis steps down as DeepMind CEO
Gemini co-lead Oriol Vinyals also departing
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SpaceX earnings: 2GW of compute by year end, aiming for 10-20GW by end of 2027
But Elon Musk's businesses have a habit of missing targets
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Meta boosts AI data center capex, forecasts $130-145bn spend
Shares drop as spending increases, and free cash flow falls
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AWS reports fastest growth since 2021, Amazon annual capex to hit $220bn on AI memory costs
Cloud sales boom as company ramps up data center buildout
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Uday Ruddarraju named OpenAI's CTO of Compute
Former xAI staffer celebrates one-year anniversary at company
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AWS says it added more data center capacity "than any other company" in 2025, including 1.2GW in Q4
The cloud king looks to hold onto its throne
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Microsoft's Azure Core CTO latest to join Anthropic
Marcus Fontoura aims to "help build the next generation of AI systems"
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US investment lead for $100bn Brookfield AI Infrastructure Fund joins Anthropic
Jake Gross to focus on compute transactions
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Anthropic to use all of SpaceX-xAI's Colossus 1 data center compute
And "expresses interest" in multiple gigawatts of orbital AI compute capacity
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AWS operated 56.84 million square feet of data center and office space in 2025
A 16 percent increase on the year before
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Microsoft files amicus brief in support of Anthropic's DoD lawsuit
OpenAI and Google workers also file brief to quash supply chain risk designation
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Anthropic sues Pentagon over supply chain risk designation, claims billions at risk
Says that the move could doom the company by causing investor panic
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Oracle plans to again cut thousands of jobs to free up AI data center cash flow
To feed OpenAI buildout, company will slash staff
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Amazon confirms two UAE data centers hit by drone strikes, third in Bahrain damaged
As Iran strikes the Middle East following US and Israeli attacks
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AWS UAE suffers AZ outage after "objects strike data center" and cause fire, amid Iran attacks
Availability Zone in ME-CENTRAL-1 brought offline in possible drone or missile attack
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OpenAI to use 2GW of Trainium on AWS, expand Amazon cloud contract by $100bn
After Amazon pumps $50bn into the AI company
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OpenAI raises $110bn, with $50bn from Amazon, and $30bn from both Nvidia and SoftBank
ChatGPT maker soars to $730bn valuation, signs Amazon compute deal
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Brookfield's Radiant acquires Ori Industries for combined AI cloud platform
Backed by the $10 billion Brookfield Artificial Intelligence Infrastructure Fund
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Cipher Mining plans $2bn senior secured notes offering for Amazon-leased Black Pearl data center site in Texas
Deal attracts $13 billion of orders
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Neocloud Nscale hires Goldman Sachs and JPMorgan as it plans IPO
But may raise $2bn first
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Amazon in talks to invest $50bn in OpenAI
Company is one of OpenAI's cloud providers, and an Anthropic investor
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Amazon confirms 16,000 layoffs, including at AWS
After accidentally revealing the job cuts in an email
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Apple to use Google's Gemini models and cloud for its consumer AI
After internal efforts stall, company turns to longtime rival
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OpenAI hires former UK Chancellor George Osborne to lead global Stargate data center expansion
Austerity architect to focus on build out outside of the US
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Microsoft's Nidhi Chappell joins Nscale as president of AI infrastructure
Chappell was key to Microsoft's OpenAI supercomputer effort
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IBM's CEO says there's "no way" for gigawatt data centers to turn a profit
Krishna remains doubtful on trillion-dollar AI buildout
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Gary Demasi joins Meta as VP of data center development, after brief stint at MGX
Demasi spent nearly 19 years at Google