DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - AI & Analytics
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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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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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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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
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Zankore secures $3.1bn senior term loan facility for AI cloud build-out
Will build initial 100MW of capacity, scaling to 1GW
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Parallel Works and CoreWeave partner on cloud platform for DARPA
Jointly develop managed AI and HPC platform for the NODES program
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Huawei bets big on near-packaged optics with 7.2T module to fuel AI scaling
Vendor champions open NPO play over CPO for AI networks
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Nvidia partners with Aussie companies to bring 2GW online by 2027
Chip designer teams up with cloud providers and data center operators in Australia
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FlexSysAI launches grid-flexibility pilot with ResetData, CSIRO, University of Queensland
Will test AI orchestration platform at ResetData data center
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JD Cloud and Moore Threads team up on cluster of 100,000 GPUs
Will use Chinese hardware
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Palantir selects Nebius as sovereign AI infrastructure provider
Palantir's commercial customers will have access to Nebius' cloud platform
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Qualcomm and AWS partner on custom silicon for large-scale AI data centers
Will also work on optical connectivity solution with up to 1.6T
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Firmus to provide OpenAI with compute capacity in Malaysia
While OpenAI's Stargate efforts in South Korea stall
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Anthropic signed $517bn in compute agreements in past 11 months
Represents 14.8GW of compute capacity
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Santee Cooper partners with Google Cloud to roll out AI-driven load forecasting and financial planning tools
Will deploy both WeatherNext2 and Gemini Enterprise
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Nscale signs $3.5bn compute agreement with robotics company Figure
Could expand to $6bn
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Crusoe signs $13bn deal with Jane Street - report
Will run for five years