DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - The Compute, Storage & Networking Channel, 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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Former OpenAI Stargate exec Shamez Hemani joins Anthropic after brief Meta Compute stint
Was one of a group of departures to Meta's compute team
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Trump admin considers more semiconductor tariffs, could include data center servers
Because it went so well before
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Nvidia revenue doubles over last year, as company forecasts record growth
Says it is making more money per gigawatt of data center than ever before
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OpenAI details Jalapeño AI chip, with 700W TDP
At Hot Chips, company touts its first foray into hardware
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IBM mainframe chip to run Arm and Z workloads on the same cores
Two worlds on one chip
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Groq raises $350m, with Nvidia participation "planned"
Company value nearly halved following Nvidia license deal
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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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Nvidia to invest $5bn in Safe Superintelligence, Sutskever firm to substantially increase GPU compute
Ilya's AI lab had been using Google TPUs
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Nvidia considers $250bn backstop for OpenAI's planned 10GW Ohio data center - report
SoftBank facility is planned on Department of Energy land
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AMD partners with big chip co. Cerebras for ultra-low-latency and high throughput AI inference system
Helios and Cerebras go up against Nvidia's NVL72 and Groq LPX
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Meta to deploy custom AMD Instinct MI450-based GPU, is 'lead customer' for Venice Epyc CPU
As part of ongoing 6GW AMD rollout
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OpenAI to deploy AMD Helios rackscale system as first part of up to 6GW partnership
Company has already tested the beefy AI rack
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AMD launches Instinct MI400 Series GPUs for AI workloads
Targets both frontier AI and supercomputing
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AMD officially launches Helios rackscale system, with MI455X GPUs, Venice Epyc CPUs, and Pensando
Following ZT acquisition, company looks to compete with Nvidia's system-level approach
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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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FBI considers deploying AI LLM supercomputers with Nvidia B300 GPUs or Google TPUs
Could deploy multiple systems, from training to inference
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SK Hynix raises $26.5bn in blockbuster US listing
The largest ever listing by a foreign firm
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SambaNova raises $1bn in Series F round, AI compute company valued at $11bn
JPMorganChase to deploy RDUs for on-prem inference
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Elon Musk gets FTC nod to acquire data center optics business Mesh Optical
The transceiver company was founded by SpaceX employees
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OpenAI: "New bet" to partner with semiconductor companies, using AI to optimize chip design
After it used its own models to help co-design the Jalapeño AI chip with Broadcom
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Asad Malik named head of compute finance & strategy at Anthropic, joins from Google
As company ramps up cloud spend and its own data center infrastructure
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OpenAI and Broadcom unveil 'Jalapeño' Intelligence Processor for LLM inference
"A blank-slate design for modern LLM inference, not a general-purpose accelerator adapted from earlier AI workloads"
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Anthropic signs supply agreement with Micron, following investment
Micron will also use Claude
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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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DARPA Low Resource Computing program aims to serve the Edge with non-traditional micro-computation
Compares the power of musical greeting card silicon to early mainframes
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SpaceX details AI1 satellite 'data center,' claims 150kW peak compute
Shows a draft version of its space array, ahead of Friday IPO
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OpenAI's custom chip program lead Clive Chan joins Anthropic
Had been working on Broadcom AI chip, expected later this year