08/04/2024 What I Read Last Week
#DigitalInfrastructure news: AI, CoreSite, Vertiv, AWS, Quantum Computing
Weekly Edition of curated news about Digital Infrastructure
I’m a little late this week….. I was busy buying this crazy dip in crypto. 🎢
[Link] Investment firm Stonepeak announced that it has partnered with American Tower subsidiary CoreSite to form a new joint venture. The JV will develop, construct, and operate an 18 megawatt data center in Denver, Colorado (“DE3”), with CoreSite operating DE3.
AI GoldRush
[Link] Oracle Cloud Infrastructure (OCI) expands NVIDIA GPU-Accelerated instances for AI, digital twins and more. OCI will offer the L40S GPU in its BM.GPU.L40S.4 bare-metal compute shape, featuring four NVIDIA L40S GPUs, each with 48GB of GDDR6 memory. This shape includes local NVMe drives with 7.38TB capacity, 4th Generation Intel Xeon CPUs with 112 cores and 1TB of system memory.
[Link] Crusoe Co-founder and CEO, Chase Lochmiller in conversation with Edelman Smithfield EVP & Head of AI Strategy, Chris Donahoe.
The infrastructure needed to support that level of AI adoption is unprecedented in our lifetimes. AI has the potential to be the largest capital investment in infrastructure in human history.
So you're looking at like a 10X growth, in power density per rack.
….there's a number of people we're talking to about building GW scale data centres.
[Link] Corning and Lumen reach supply agreement on next-generation fiber-optic cable to support Data Center AI demands. Ok…. your fiber doesn’t care if it is serving AI or not…. but it makes for a good headline. The agreement reserves 10% of Corning's global fiber capacity for each of the next two years.
[Link] Vertiv launched the Vertiv MegaMod CoolChip, a liquid cooling-equipped prefabricated modular data center solution engineered to enable efficient and reliable AI computing. The solution can be configured to support the platforms of leading AI compute providers and scaled to customer requirements.
[Link] Amazon has a massive backlog for its cloud services. In one sentence toward the end of Amazon’s call, VP of Investor Relations David Fildes revealed the company has a backlog for AWS services of $156.6 billion. That figure, he said, was up 19% year on year.
[Link] Normally headlines like ___ launches global alliance of ___, don’t mean too much to me. From the very little that I pretend to understand about quantum computing, this new QueEra announcement seems very impressive - in what it aims to achieve, and the initial member list. QuEra Launches the QuEra Quantum Alliance to Drive Global Deployment of Neutral-Atom Quantum Computers. This initiative aims to accelerate the development, deployment, and utilization of neutral-atom quantum computers to solve the world’s most challenging computational problems.
[Link] Quantum World Congress - September 9-11 in greater Washington
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