02/18/2024 What I Read Last Week
#DigitalInfrastructure news: Equinix, Digital Realty, Yondr Group, IonQ, BrainChip, MWC24
Weekly Edition of curated news about Digital Infrastructure
Two big digital infrastructure companies announced earnings last week. I used to pour through the financials and presentations, attempting to understand all of it or find some metric that stood out. Now I have AI read it, give me the highlights, and point out what matters. I follow both of these companies pretty closely.
Equinix reports 4th quarter and full year 2023 results.
A record 90 megawatts of xScale leasing, the result of increased hyperscale demand to support artificial intelligence and cloud deployments.
Digital Realty reports 4th quarter results.
237 MW delivered in 2023. ~2500 MW total capacity in place. More than 3000 MW of buildable IT capacity.
[Link] Yondr Group and Japanese conglomerate Marubeni enter strategic partnership for data center development. The partners will focus on delivery of an initial site in West Tokyo, and look at Yondr bringing the company’s model of reliable hyperscale data centers to the Japanese market, with demand expected to reach 3+GW by 2029.
[Link] IonQ opened the United States’ first quantum computing manufacturing facility, located in Bothell, Washington, a suburb of Seattle. The facility will be IonQ’s second quantum data center providing cloud access to IonQ customers, and the primary production engineering location in the U.S.
[Link] BrainChip and European AIoT solution provider MYWAI announced a strategic partnership to deliver next-generation Edge AI solutions leveraging neuromorphic compute.
I’m looking forward to Mobile World Congress 2024 Barcelona next week, partially because it always looks like a cool event, and partly because I’ve always wanted to visit Barcelona. A few other mobile and Telecom stories hit my radar last week:
[Link] NVIDIA discusses a new report: State of AI in telecommunications: 2024 trends. The report showed that generative AI is fueling investments in AI, but the telecom industry remains at the early phase of the AI investment cycle.
[Link] Intel is gearing up for #MWC24, saying that they will announce a full spectrum of new hardware, software and services – bringing AI Everywhere – for the network, edge and enterprise in collaboration with the support and enablement of more than 65 pioneering customers and partners. The company also highlighted how its portfolio (processors, Ethernet, FlexRAN, OpenVINO and 5G core software offerings) is paired with numerous partners, such as AWS, Ericsson, Cisco/NTT Data, Red Hat/Minsait, and others.
[Link] NTIA awards Verizon and AT&T-led Open RAN Consortium $42 million.
The DistribuTech International conference is also happening next week - in Orlando. For an annual event about - energy transmission and distribution, showcasing cutting-edge technologies that power our homes and businesses - I found it interesting that keynote speakers are coming from OpenAI, Microsoft, Google, and AWS.
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