04/21/2024 What I Read Last Week
#DigitalInfrastructure news: Equinix, SMR, Intel, Microsoft, 100G PON
Weekly Edition of curated news about Digital Infrastructure
[Link] Equinix Puts Down $25M In Data Center Nuclear Power Deal with Sam Altman's nuclear fission startup Oklo.
[Link] Equinix and PGIM Real Estate enter into $600 Million joint venture for the first xScale data center in the U.S. The new SV12x facility in San Jose is expected to provide more than 28MW of power, as it is built out over two phases.
[Link] Code named Hala Point, Intel announced it has built a large-scale neuromorphic system at Sandia National Laboratories, utilizing Intel’s Loihi 2 processor. Intel claims that characterization shows it can support up to 20 quadrillion operations per second, or 20 petaops, with an efficiency exceeding 15 trillion 8-bit operations per second per watt (TOPS/W) when executing conventional deep neural networks.
[Link] When in doubt, zoom out. I like articles like this one (WHAT HAPPENS WHEN HYPERSCALERS AND CLOUDS BUY MOST SERVERS AND STORAGE?), that look at the big picture, and analyze data about infrastructure build-out, consumption, and forecasting. …and cover data from expensive reports that I can’t afford. These articles are fun to look back at many years later — like this 2007 post I made about ‘there is a world market for maybe 5 hosting providers.’
[Link] Australia’s NBN trials multiple PON technologies over a live fiber network. The latest NBN trial shows how operators can easily enhance 10G PON to symmetrical 25G PON and eventually evolve to 50G PON or 100G using the same passive and active fiber components.
[Link] Microsoft invests $1.5 billion in Abu Dhabi’s G42 to accelerate AI development and global expansion.
[Link] AI chip startup Cerebras Systems plans 2.5MW deployment on Nautilus’ floating data center.
[Link] USC team aims to mass-produce Quantum materials with AI and Supercomputers.
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