05/13/2024 What I Read Last Week
#DigitalInfrastructure news: AI, Microsoft, Meta, Neuromorphic Computing, Apple, Bloom Energy
Weekly Edition of curated news about Digital Infrastructure
With AI news increasing and conference season in full swing, keeping up with news is kind of difficult lately. In just the next few weeks there is the Light Reading Network X conference, ISC High Performance 2024, Google IO, Microsoft Build, Apple WWDC, and Cisco Live.
AI News: The Quantum Insider had an interesting interview with SandboxAQ CEO Jack Hidary, on the convergence of AI and Quantum.
I try to keep up with (too many) blogs or newsletters on AI. To name just a few, I enjoy:
Future Tools (awesome YouTube channel also), and
The Great AI Reboot (new blog, but I know the author is awesome)
[Link] This one made the news in a few different ways. Microsoft announces $3.3 billion investment in Wisconsin to spur artificial intelligence innovation and economic growth. The company says it will invest $3.3B between now and the end of 2026 to expand its national cloud and AI infrastructure capacity through the development of a state-of-the-art data center campus in Mount Pleasant, Wisconsin.
[Link] Meta announces plans to open an $800 million data center in Montgomery, Alabama. Meta opened its first Alabama data center in Huntsville in 2021.
[Link] Bloomberg reports that Apple plans to put its M2 Ultra chips on cloud servers to run more complex AI queries. The chips will be deployed to Apple’s data centers and eventually to servers run by third parties. I would think 2995 S Avenue in Waukee, Iowa would be one of the first places they could deploy these chips.
[Link] Tract announces plans for a 2.4GW data center park outside Richmond, Virginia.
[Link] T5 Data Centers announced the expansion of a 160-acre, 410MW data center campus in NW Chicago.
[Link] CoreWeave is investing £1 billion ($1.25bn) in the UK, with two data centers in 2024, and further expansion planned for 2025. Just last week we learned of the company receiving $1.1 Billion in Series C Funding.
[Link] Bloom Energy announced a power capacity agreement with Intel Corporation that will result in Silicon Valley’s largest fuel cell-powered high-performance computing data center.
[Link] I have a Google alert set for any mention of “digital twin”, but I found this news through my regular surfing of a million websites each week. The US plans $285 million in funding for ‘digital twin’ chips research. From the CHIPS and Science Act, the Biden administration is seeking companies to “establish and operate a CHIPS Manufacturing USA institute focused on digital twins for the semiconductor industry”.
[Link] I also have a Google alert set for “neuromorphic computing”, but had already found the HPCwire article on SpiNNcloud Systems introducing SpiNNaker2, its latest neuromorphic computing platform designed to support the complex demands of hybrid AI systems.
[Link] The Interstate Renewable Energy Council (IREC) has released a IEEE 1547-2018 Adoption Tracker map. 1547-2018 is a technical standard that establishes how distributed energy resources (DERs)—like solar and energy storage—can connect to the grid.
[Link] Interesting story on HPCwire on how Raj Talluri, the CEO of battery firm Enovix, is applying his lessons from companies like Qualcomm and Micron to the highly competitive battery industry.v
[Link] Climate Solutions investor HASI and KKR announced an agreement to establish CarbonCount Holdings 1 LLC (“CCH1”) to invest up to a combined $2 billion in climate positive projects across the United States.
[Link] Akamai has agreed to acquire API security company, Noname Security.
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