What I read 03/12/23
What I read 03/12/23
Weekly Edition of curated news about Digital Infrastructure
Weekly Edition of curated news about Digital Infrastructure
Brainchip launches the second-generation Akida platform - driving extremely efficient and intelligent edge devices for the Artificial Intelligence of Things (AIoT) solutions and services market. “The second-generation of Akida now includes Temporal Event Based Neural Nets (TENN) spatial-temporal convolutions that supercharge the processing of raw time-continuous streaming data, such as video analytics, target tracking, audio classification, analysis of MRI and CT scans for vital signs prediction, and time series analytics used in forecasting, and predictive maintenance.” After being intrigued by the concepts in this press release, I went down a rabbit hole trying to understand Neuromorphic Computing. I emerged a day or so later with a slightly better comprehension. This article from the Next Platform from last year certainly helped, as well as a Brainchip blog post about developing CNNs for Neuromorphic hardware. This topic is going on my reading list though - and I’ll keep learning….
ARM planning $8+ billion IPO. After being acquired by Softbank in 2016 for $32 billion Reuters reported that several underwriters would lead and manage the IPO. If the $8 billion raise is achieved it will place a company valuation at over $50 billion. Nvidia $NVDA had offered $40 billion in 2020.
Data center pricing continues to rise. Looking at the recent CBRE report, data shows an increase in asking price on a kW/month basis by the end of 2022 amounted to 14.5 percent for the wholesale cost of space in the 250-500kW range, to $137.90 per kW/month. According to the report, supply chain and power are listed as factors that will cause prices to remain high.
Microsoft MSFT 0.00 files for another San Antonio data center. The SAT40 facility located in western San Antonio would see $175.9 million invested and was filed as a 152,230 square foot data center with the Texas Department of Licensing and Regulation.
Bitcoin mining company TeraWulf announced that it has energized roughly half of its 50 MW stake in its Cryptomine facility, which is powered by the 2.5 GW Susquehanna nuclear generation station in Pennsylvania. This equates to nearly 8,000 miners online with a hash rate capacity of around 1.0 Exahashes per second.
90MW TikTok data center in Norway to be built and operated by Green Mountain. The initial three buildings call for a capacity of 90MW, with a 2025 build out extended up to 150MW. Five 30MW buildings will be powered completely by renewable renewable energy, primarily hydropower. The company says it will be the largest data center campus in Norway, in the Hamar region just south of Oslo.
Protecting Critical Infrastructure: interesting reads
Earlier in the year the World Economic Forum released its 2023 Global Risks Report.
On March 2nd the White House issued its National Cybersecurity Strategy for 2023.
On March 9th the DoD released its Cyber Workforce Strategy 2023-2027.
Bonus map item:
The new edition is out! The new edition is out! One of my favorites - the 2023 Submarine cable map, from Telegeography. 529 cable systems and 1,444 landings.
Follow me on Twitter for more links and news.
Disclosures:
I own a very small number of Microsoft MSFT 0.00 shares.
I own a very little bitcoin.
I own zero shares of Brainchip $BCHPY, but am seriously looking at buying.
I have never been to Norway (but would like to)
I currently have 110 browser tabs open. Help!