11/05/2023 What I Read Last Week
#DigitalInfrastructure news: Schneider, Lumen, Vertiv, HPE, and entanglement-based Secure Networking
Weekly Edition of curated news about Digital Infrastructure
[Link] JLL, Lumen, Schneider Electric Team To Speed Modular Data Center Delivery Across U.S. I love it; turn-key, quick, modular platform… produced by three key players that can get it done. Since roughly 2008 when I was learning about a modular architecture / approach with Microsoft and Sun Microsystems containers, I have been very intrigued. It sounds like Lumen will identify and secure suitable sites, including approximately 5,000 along their own fiber-optic network. Hey Lumen - if you need help identifying spots in Iowa, let me know. #Edge
[Link] Vertiv launched SmartMod Max CW, a prefabricated modular data center. Available initially in North America the company says the solution supports up to 200kW of total IT load in a single system and utilizes chilled water cooling for reduced environmental impact and energy efficiency. The solution is equipped with Vertiv Liebert EXM UPS system, Liebert thermal management units with intelligent controls, Vertiv Alert monitoring system, and integrated fire suppression.
Big cloud players building:
[Link] ‘Project Firecracker’ for Microsoft - a 347-acre property, $1B campus in Rome, Georgia. Microsoft bought the land for $13.9 million and received a 12-year tax abatement.
[Link] Google files plan for a 315.3 acre data center campus in Kansas City, Missouri. It will be developed in four phases, with a total of 1.435 million square feet of floor space.
[Link] The University of Bristol awarded £225m of a £300m overall Government investment to make the UK a world leader in AI with the new HPE Isambard-AI supercomputer. Featuring NVIDIA GH200 chips, HPE claims it will be 10 times more powerful than the UK’s current fastest supercomputer and among the most powerful in the world when it opens at the National Composites Centre (NCC) in the summer of 2024.
[Link] SDSC Supercomputer Expanse Used to Advance Fuel Cell Tech. A team of researchers from Toyota Research Institute and Georgia Tech used Expanse at San Diego Supercomputer Center (SDSC) at UC San Diego to discover 10 novel candidates for fuel cell technology.
[Link] Aliro Quantum receives a round of funding from Cisco Investments. Talk about a fun tag line: “AliroNet is the world’s first full-stack multi-purpose end-to-end entanglement-based secure network solution”.
[Link] Energy Exemplar acquired by Blackstone and Vista Energy Partners. Australia-based Energy Exemplar makes energy market simulation software.
[Link] American Tower AMT 0.00%↑ said it is testing both open RAN deployments and edge computing scenarios but so far hasn't made firm progress in commercializing either technology.
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