09/22/2024 What I Read Last Week
#DigitalInfrastructure news: Intel, Microsoft, Black Rock, Nuclear, NVIDIA
Weekly Edition of curated news about Digital Infrastructure
Intel news
[Link] Qualcomm has apparently approached Intel about a takeover in recent days. Intel currently has a market cap of over $90 billion. Apollo Global Management has also offered to invest as much as $5 billion in Intel.
[Link] Meanwhile Intel CEO Pat Gelsinger recently sent a memo to employees saying that the company plans to establish Intel Foundry as an independent subsidiary inside of Intel.
[Link] Intel announced a co-investment in custom chip designs under a multi-year, multi-billion-dollar framework covering product and wafers from Intel. As part of the expanded collaboration, Intel will produce an AI fabric chip for AWS on Intel 18A, the company’s most advanced process node.
[Link] BlackRock, Global Infrastructure Partners, Microsoft and MGX launch new AI partnership to invest ($100 billion investment potential) in data centers and supporting power infrastructure. These infrastructure investments will be chiefly in the United States fueling AI innovation and economic growth, and the remainder will be invested in U.S. partner countries.
[Link] Data Center Frontier: Brazil's Scala Data Centers Secures LATAM Dominance, Plans To Develop 'AI City'.
[Link] Constellation Energy to restart Three Mile Island nuclear plant, sell the power to Microsoft AI. Constellation expects the Unit 1 reactor at Three Mile Island near Middletown, Pennsylvania, to come back online in 2028, subject to approval by the Nuclear Regulatory Commission, the company announced Friday. Constellation also plans to apply to extend the plant’s operations to at least 2054.
[Link] In a surprise appearance at T-Mobile’s Capital Markets Day, NVIDIA founder and CEO Jensen Huang shared a bold vision for the future of telecommunications. T-Mobile announced its AI-RAN (radio access network) Innovation Center in partnership with Nvidia, Ericsson, and Nokia to focus on using AI to enhance mobile networks. NVIDIA launched AI Aerial, a suite of accelerated computing software and hardware for designing, simulating, training and deploying AI radio access network technology (AI-RAN) for wireless networks in the AI era*.* Some capabilities of the new platform include CUDA-Accelerated RAN libraries, Radio Frameworks with PyTorch and TensorFlow-based software libraries, and Aerial Omniverse Digital Tiwn (AODT), a system-level network digital twin development platform. First up: Vegas. Las Vegas will lead the charge as the first live customer, with an NVIDIA and Vapor IO collaboration.
[Link] Thinking outside of the box with the Jupiter Supercomputer data center. Another amazing article from Timothy Prickett Morgan - with a detailed analysis of the exascale-class Jupiter system at Forschungszentrum Jülich in Germany.
[Link] Supermicro's New Multi-Node Liquid Cooled Architecture with Maximum Performance Density Purpose-Built for HPC at Scale. The new FlexTwin family of systems feature a multi-node form, up to 96 dual processor compute nodes in a standard 48U rack, and up to 90% of the server-generated heat is removed with the liquid cooling solution.
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