DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - The Investment & Markets 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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Mistral raises €3bn in Series D led by Samsung Electronics
Plans to spend it on more compute
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Charter CFO Jessica Fischer to join Google-Blackstone's TPU neocloud
Set to start in October, will be replaced by Kevin Howard
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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's head of data centers, Chris Malone, latest to depart
Stargate crew has seen key figures leave
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Nvidia backs data center powered land company Cloverleaf
Will help company bring projects to fruition, based on Nvidia DSX platform
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Rocket Lab has no plans to enter orbital data center market
But SpaceX's compute ambitions could give Rocket Lab a launch opening
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UAE's Mubadala considers investing in 500MW Bitgrit & S2 data center in Akita, Japan
Smaller 1.5MW deployment expected next year
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Groq raises $350m, with Nvidia participation "planned"
Company value nearly halved following Nvidia license deal
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Nvidia confirms it will back 4.25GW of OpenAI capacity at Ports-Pike mega data center
SB Energy facility will exclusively use Nvidia compute and networking
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Switch confidentially files for IPO - report
Rob Roy's data center firm could be going public again
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Former employees sue Prime Data Centers for $400m, claim compensation fraud
Allege scheme to reduce equity
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DCD named 'Best B2B Website' at the TABPI 2026 awards
Also has the best audience
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Tesla promises more data center battery sales in latest earnings call
Its biggest deployment remains at Elon Musk's sister business SpaceXAI
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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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KKR closes Global Infrastructure Investors V fund with $19.2bn to spend on infrastructure
Including data centers, energy, and other AI infrastructure
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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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Vertiv's earnings and revenues grow, shares fall
As AI data center investments get increasingly volatile
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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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Google increases 2026 capex to $195-205bn as it accelerates AI data center buildout
Record Google Cloud revenue, but investors are uneasy about growing capex commitments
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OpenAI's Sam Altman accuses Musk of selling public market investors "on short-term space data centers"
Generative AI business unlikely to make use of proposed SpaceX Orbital Data Center System
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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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Generate Capital's Sven Semmelmann joins OpenAI as head of compute capital markets
As the company prepares for a possible IPO
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Microsoft plans to cut 4,800 jobs
Primarily impacts Xbox, but cloud workers also hit