01/19/2025 What I Read Last Week
#DigitalInfrastructure News: CoreWeave, IBM, Nuclear energy, PowerHouse Data Centers, Quantum Computing
Weekly Edition of curated news about Digital Infrastructure
[Link] CoreWeave partners with IBM to deliver a new AI Supercomputer for IBM Granite models. CoreWeave announced its plans to deliver one of the first NVIDIA GB200 Grace Blackwell Superchip-enabled AI supercomputers to IBM, equipped with NVIDIA GB200 NVL72 systems and interconnected with NVIDIA Quantum-2 InfiniBand networking.
[Link] In a single week Macquarie Asset Management (MAM) has made two pivotal investments in Applied Digital and Aligned Data Centers, committing over $17 billion to fuel innovation, growth, and capacity expansion in critical infrastructure markets across the Americas.
PowerHouse Data Centers launches two large data center campus projects in Kentucky and North Carolina. PowerHouse along with Poe Companies announced plans for their new 400 MW data center campus in Louisville, Kentucky. The first 130 MW will be available in October 2026. The company also announced significant progress in the development of its groundbreaking data center campus located on a sprawling 122-acre site along University City Boulevard in Charlotte, North Carolina.
[Link] KKR and Middle East data center platform company Gulf Data Hub are committing to support over $5 billion of total investment to build-out data center capacity, supporting the significant rise in hyperscale demand, AI and digital-focused national priorities across the Gulf countries.
[Link] Deep Fission Inc., a nuclear energy company pioneering a new approach to clean power by placing safe, small modular reactors (SMRs) in boreholes a mile deep, announced a strategic partnership with Endeavour Energy LLC, a sustainable infrastructure company focused on developing ultra-efficient, AI-ready data centers. The two companies have committed to co-developing 2 gigawatts of nuclear energy to power Endeavour’s expanding global portfolio of Edged data centers, with the first reactors expected to be operational in 2029.
[Link] NVIDIA is hosting its first Quantum Day at GTC 2025 on March 20, focusing on the exciting developments in quantum computing. The event will bring together NVIDIA CEO Jensen Huang and executives from 12 quantum computing companies to explore the current state and future potential of the technology.
[Link] The U.S. DOE announced $71 million in funding for 25 projects in high energy physics that will use the emerging technologies of quantum information science to answer fundamental questions about the universe.
🤯 [Link] Scientists have made a significant breakthrough in quantum computing by using the Schrödinger's cat thought experiment to develop a method for reducing errors in quantum systems. Researchers encoded quantum information onto an antimony atom with eight possible spin states. This approach provides more robust data storage compared to traditional two-state qubits.
[Link] BrainChip announced its integration into an innovative technology offering that leverages the Akida processor to provide cybersecurity protection for WiFi access, home routers, small enterprise routers, and other network access devices. Quantum Ventura developed the CyberNeuro-RT (CNRT) technology offering in partnership with Lockheed Martin Co.’s MFC Division and Pennsylvania State University under partial funding from the U.S. Department of Energy. BrainChip supplies at-the-edge neuromorphic processing to facilitate on-chip learning for deployment network-specific attack detection.
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