DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - Software
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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Lambda seeks $4bn funding round ahead of planned IPO - report
Would value company at $14.5bn
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Axe Compute acquires full ownership of AI cluster in Columbus, Georgia
Purchased from Duos Technologies Group, Duos still owns facility
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Schneider agrees purchase of US software company PTC for $22 billion
Deal furthers the company’s AI ambitions
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Jera, Dell Technologies, and Rhaelm team up for behind-the-meter AI infrastructure in Japan
First project planned for power plant at Chiba
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General Compute signs multi-year agreement with Cerebras
Will see Cerebras' wafer-scale compute coming to the AI cloud platform
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Nation Data Center breaks ground on new French data center development
The project in Vélizy-Villacoublay town is part of a mixed-use project
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Sharon AI and Lambda secure GPU-backed debt funding
Combined, the two neoclouds have raised $1.356bn
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GMI Cloud raises $668m in funding
Combination of equity and credit facility
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AI cloud provider Blackfuel emerges from stealth, plans first deployment in Spain
Will be housed in Digital Realty's BCN1 data center
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Comcast deploys fiber sensing tech to monitor network in real-time
The technology uses fiber lines to detect and pinpoint activity along Comcast's network
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CoreWeave makes Nvidia Vera Rubin NVL72 available, Cognition is early customer
Neocloud also to offer Vera CPU alone, and announces customer contract
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Google named as customer for Crusoe's data center campus in Amarillo, Texas
Campus set to span at least six single-story buildings
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Gimlet Cloud partners with Cerebras to deploy 100MW of wafer-scale compute
AI cloud startup recently secured $300 million in Series B funding round
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AT&T follows rival Verizon in tapping Corning for fiber push
New multi-year deal is valued at more than $3 billion
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Global Switch to host large Nvidia Blackwell deployment at Paris data center
End user has not been disclosed
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Meta signs on to use AI capacity at Firmus' Southeast Asia data centers
Builds on existing agreements in Australia
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AMD acquires AI research firm World Labs in all-stock deal worth $8.2bn
World Labs’ CEO will join chip giant as EVP and chief scientist
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T-Mobile US expands AI network service
AutoPilot aids T-Mobile's self-organizing network efforts
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Vertiv to acquire data center fluid management firm King Environmental Services
Transaction to close before the end of the year
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Boldyn Networks picked to deploy private network at Ontario International Airport in California
The private network will support security operations at the airport
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Samsung to fuel Korean robot ambitions as exclusive AI network provider
AI-RAN, 5G SA partnership with KT and SK Telecom to guarantee Korea's 6G and physical AI foothold in the 2030s
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Comms circuit failure and backup fiber cable cut blamed for Monday's major Northeast US airport disruption
Services have since been restored after the double failure
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BDx breaks ground on AI Campus 2 in Jatiluhur, Indonesia
The first 120MW building is set to go live in early 2027
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Nokia ramps up AI-RAN momentum
As the vendor strikes further carrier partnerships
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Zettabyte signs MoU with Bowrington Capital for high-density computing deployment
Agreement will look at commercial requirements
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TotalEnergies partners with Mistral to develop AI models for oil and gas exploitation
Three-year contract worth an estimated €100 million
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OpenAI hiring for clean energy and new technology lead
Position is an individual contributor lead role and will initially have no direct reports
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Samsung and Verizon launch integrated sensing trial in Dallas, Texas
As operators continue to push software-driven network architectures ahead of 6G