07/28/2024 What I Read Last Week
#DigitalInfrastructure news: Equinix, Digital Realty, T-Mobile, HPC
Weekly Edition of curated news about Digital Infrastructure
[Link] The rumor from last week came true… T-Mobile announced it has entered into a definitive agreement to establish a joint venture with KKR to acquire Metronet including its broadband infrastructure, rapidly growing residential fiber business operations, and existing customers.
[Link] Equinix will extend its Digital Infrastructure Platform to the Philippines with the acquisition of three data centers from Total Information Management (TIM).
[Link] Digital Realty Reports Second Quarter 2024 Results. Data center demand growing, global vacancy declining. ~2,500 MW in place IT capacity; >3,000 MW buildable IT capacity.
[Link] HIVE Digital Technologies announced its plans for constructing a 100 megawatt digital asset mining operation in Paraguay. The company said this project is expected to add up to an additional 6.5 Exahash per second (EH/s) to their Bitcoin mining operations.
[Link] Blackstone in its latest earnings call mentioned that it has more than $70 billion in prospective data center pipeline development and over $70 billion in prospective data center pipeline development.
[Link] Spanish real estate firm Merlin has raised €921 million ($998m) to fund its data center business.
[Link] SingularityNET, announced a $53 million investment to create the world’s first modular supercomputer dedicated to decentralized AGI evolution and disruptive Artificial Superintelligence research, while also building state-of-the-art High-Performance Computing and AI data centers.
[Link] The Department of Energy released an RFP inviting vendors to submit their plans for a successor to Oak Ridge National Laboratory’s exascale (a quintillion or more calculations per second) supercomputer, Frontier.
[Link] Akima subsidiary Five Rivers Analytics has won the Satellite Control Network Tracking Station Operations, Remote Site and Mission Partner Support (STORMS) contract to support the U.S. Space Force. The indefinite delivery, indefinite quantity (IDIQ) contract has a 10-year period of performance and total contract value of $480 million.
There were several interesting reports recently from Dell’Oro Group:
[Link] Worldwide RAN to Decline at a 2 Percent CAGR over the Next Five Years
[Link] Data Center Liquid Cooling market has hit an inflection point, with mainstream adoption of liquid cooling starting in the second half of 2024. Dell’Oro forecasts this to materialize over the next five years (2024-2028) in a market opportunity totaling more than $15 B.
[Link] 51.2 and 102.4 Tbps Network Chips Will Enable 100M Shipments of 800 Gbps and 1.6 Tbps Switch Ports by 2028.
[Link] Researchers at the University of Minnesota Twin Cities have unveiled a groundbreaking hardware device called Computational Random-Access Memory (CRAM), which could significantly reduce energy consumption in artificial intelligence (AI) computing by a factor of at least 1,000. This innovation addresses the growing concern over AI's energy demands, projected to rise from 460 terawatt-hours (TWh) in 2022 to about 1,000 TWh by 2026.
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