11/24/2024 What I Read Last Week
#DigitalInfrastructure news: Crusoe Energy, Exascale Supercomputers, QTS, Equinix, Vertiv, Compass Datacenters
Weekly Edition of curated news about Digital Infrastructure
[Link] Crusoe Energy, a startup building data centers reportedly to be leased to Oracle, Microsoft, and OpenAI, is in the process of raising $818 million, according to an SEC filing.
[Link] Progress toward construction of a $750 million data center campus continued this week as the Cedar Rapids City Council held public hearings for two proposed urban renewal areas at the site along 76th Avenue SW. QTS is the second company to propose a data center campus in the Big Cedar Industrial Center
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[Link] The 64th edition of the TOP500 reveals that El Capitan (1.742 EFlop/s) has achieved the top spot and is officially the third system to reach exascale computing after Frontier and Aurora. The JEDI – JUPITER Exascale Development Instrument system held the #224 spot on the TOP500, but the #1 spot on the Green500 at 72.73 GFlops/Watt.
[Link] HPE declared the distinction of building the only three exascale systems in the world. Running at 1.742 exaflops and achieving 58.89 gigaflops performance per watt, the 100% fanless direct liquid-cooled El Capitan is also one of the top 20 most energy-efficient systems in the world.
[Link] AMD noted that the El Capitan system, housed at Lawrence Livermore National Laboratory, is powered by AMD Instinct MI300A APUs.
[Link] Cologix announced that it has acquired land in Johnstown, Ohio, to develop a new, AI-ready data center campus. When fully built out the 8 data centers will deliver a potential 800MW of scalable capacity across 2.0 million square feet.
[Link] Colt Data Centre Services and family-owned alternative asset owner RMZ announced a 50:50 joint venture to invest $1.7 billion in the Indian data center market.
[Link] Blackstone invested more than $500 million in energy technology and infrastructure company Lancium, which is building more than 5 gigawatts of data centers in West Texas.
[Link] Equinix announced plans for its sixth data center in Singapore, with an initial investment of US$260M.
[Link] Vertiv and Compass Datacenters announced a collaboration to develop a solution that enables future deployments of AI with the ability to flex between air and liquid cooling to support high-density computing. Vertiv and Compass engineers collaborated on this vision for a future-forward cooling solution, with Vertiv developing and manufacturing the technology solution. The initial units will be deployed at a Compass facility in 1Q 2025 as part of a planned multi-year, multi-billion dollar supply arrangement.
[Link] Atom Computing and Microsoft announced that they have now entangled 24 logical qubits, setting a new world record. They also jointly demonstrated error detection, correction, and computation with 28 logical qubits on Atom’s flagship systems.
[Link] Bloom Energy announced that it has signed a supply agreement with American Electric Power (AEP) for up to 1 gigawatt of its products, the largest commercial procurement of fuel cells in the world to date. As part of this agreement, AEP has placed an order for 100 megawatts of fuel cells with further expansion orders expected in 2025.
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