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- DataCenters.buzz - Aug. 31 - Sept. 6, 2024
DataCenters.buzz - Aug. 31 - Sept. 6, 2024
Weekly 'buzz' on DataCenters powering global AI, Cloud, Cyber, Quantum, Security & Tech Frontiers.
DataCenters.buzz - Aug. 31 - Sept. 6, 2024
Powering Global AI, Cloud, Cyber, Quantum, Security & Tech Frontiers
Table of Contents
DataCenter Approvals, Expansions, New Builds
Microsoft Gets Approval for Third Portion of Mount Pleasant Data Center Campus in Wisconsin - Tech giant Microsoft received initial approval to move ahead on the third portion of its $3.3 billion Mount Pleasant data center project where Microsoft plans another 2 million square feet of data center space within two two-story data center buildings and four single-story data center buildings, according to its current proposal. (biztimes)
Google Denied Approval for Dublin Data Center Over Sustainability Concerns - Google has hit a significant hurdle as South Dublin County Council has denied its proposal for a new data center. The decision underscores concerns about sustainability and energy use, marking a notable setback for the tech giant’s expansion plans. Google aimed to build a massive 72,400 square-meter (around 779,310 square-foot) data center as the third phase of its Grange Castle campus. (techstory)
Tract Secures Approval for $20 Billion Data Center Park in Buckeye, AZ - Tract has received the greenlight for its $20 billion data center park in Buckeye. The initiative is anticipated to bring 2,000 construction jobs during its construction phase and 500 permanent positions once its finished. (Construction Reiew)
Earlier news:
Edged Data Centers Launches Facility in Atlanta - Data center provider Edged Energy has launched its first North American data center in Atlanta, Georgia. The first of the three datacenter is now live, delivering 27MW of capacity… (DataCenterDynamics)
Supply in primary markets increased by 10% or 515.0 megawatts (MW) in H1 2024 and by 24% or 1,100.5 MW year-over-year.
The overall vacancy rate for primary markets fell to a record-low 2.8% in H1 2024 from 3.3% a year earlier, while the overall vacancy rate for secondary markets fell to 9.7% from 12.7% over the past year.
Under-construction activity in primary markets hit a record-high 3,871.8 MW, up by 69% from a year earlier. However, a shortage of available power and longer lead times for electrical infrastructure continued to delay construction completions. (CBRE)
Tract Secures Approval for $20 Billion Data Center in Buckeye - Buckeye, Arizona is poised to emerge as a center for the data center sector following the approval of a $20 billion planned data center complex. Tract, headquartered in Denver has… (CRO)
AI, Cloud & Edge Computing
Are Microclouds Future of Cloud Computing or Just Evolution of Edge Strategies? - A new trend is emerging in the cloud computing segment and it is named as microclouds. Organizations are looking for ways to balance the need for cloud infrastructure in edge computing. Microclouds is promising and it is a blend of both. Well, the question arises whether it is just another phase in the evolution of edge computing. Or, could it redefine the future of the cloud? (Techiexpert)
AI Stocks: Tech Giants, Cloud Titans Face 'Show Me' Moment, Broadcom Tumbles - Is the artificial intelligence stock market boom still wired or tired? Top AI stocks such as Microsoft (MSFT) and Nvidia (NVDA) face high expectations. For many companies — such as Google parent Alphabet (GOOGL), Amazon.com (AMZN) and Facebook parent Meta Platforms (META) — the rise of generative AI poses both risk and opportunity. (IBD)
Supplier News Showcase: ASUS IoT Deploying Edge AI: An Overview of Industry Trends and Hardware Selection - Edge AI is being increasingly deployed across various sectors, including healthcare, manufacturing, retail, and smart cities. This trend is driven by the need for real-time data processing and decision-making at the source of data generation, facilitated by deep learning at the Edge. (Embedded Computing)
Supplier News Showcase: Vast Data From Storage to Strategy: Vast Data’s Next-gen Data Platform Takes Center Stage - Vast Data Inc. has a starring role in the evolving AI ecosystem. The company, which recently partnered with Nvidia Corp. to enhance its infrastructure, has expanded beyond storage to offer a comprehensive platform that integrates advanced processing capabilities. (Silicon Angle)
Earlier news:
Why Combining Edge Computing and AI is Crucial for Resiliency and Innovation - A recent whitepaper outlines the growth of edge technologies and how organizations can save costs and innovate faster by investing in these platforms… (Fedscoop)
Democratizing AI With Edge Computing: Putting Intelligence In Every Device - The potential of AI to transform businesses is undeniable. But modern companies now face a new challenge: how to take advantage of this complex concept. This is… (Forbes)
Edge Computing: How this computing revolution is reshaping our world. What exactly is edge computing, and why should it matter to you? Challenges & Opportunities - While the potential of edge computing is immense, it’s not without challenges. Security concerns, standardization issues, and the need for robust management tools are hurdles that the industry must overcome… (Fast Company)
Are You Ready for the AI of Things? - AI & edge computing are revolutionizing the Internet of Things. Here’s an update. (BuiltIn)
Edge Data Center Demand is Skyrocketing - Edge data centers are set for a boom thanks to the growth in Internet of Things (IoT) and generative AI technologies, according to new research. … (ITPro)
How the Gen AI Boom is Fueling the Edge Data Centre Market - Globally, the growth of edge computing will be influenced by not only the emergence of several technology-based megatrends, but also the need for faster data transfer… (DCMag)
DataCenter Economics & Investments
Chicago Alderman Proposes Data Center Development to Boost Economic Growth - This week, workers began tearing down the vacant Sears world headquarters in Hoffman Estates before the site is turned into a data center, a trend that has grown popular in the suburbs and now, a Chicago alderman wants to bring more of them into the city. (Y!)
Earlier news:
Google To Invest More than $1B in Texas This Year To Support Its Cloud & Data Center Infrastructure - Google's "Dallas cloud region," first announced in 2022, includes sprawling data center campuses in the North Texas cities of Midlothian and Red Oak. At a press conference in Midlothian, the company… (Dallas Innovates)
Big Tech Companies Investing Billions in AI Data Centers - Major technology companies are gearing up to make massive investments in AI data centers, according to former Google CEO Eric Schmidt. During a talk at Stanford University… (Zaman.co)
Energy & Sustainability
Data Center Boom to Drive 2.5B Metric Tons of CO2 Emissions - A surge in the construction of data centers worldwide is projected to result in approximately 2.5 billion metric tons of carbon dioxide-equivalent emissions by the end of the decade, according to a Morgan Stanley report. This expansion, largely driven by hyperscalers like Google, Microsoft, Meta, and Amazon, is fueled by the increasing demand for artificial intelligence and cloud computing technologies. Amazon, Microsoft and Google now account for 60 percent of all hyperscale data center capacity. (greentechlead)
Data Centers Spark Billions in Decarbonization Investment - A surge in data centers is predicted to generate 2.5 billion metric tons of carbon dioxide-equivalent emissions by 2030, spurring decarbonization investments. Hyperscalers like Google, Microsoft, Meta, and Amazon are rapidly expanding their energy-intensive data centers while pledging to cut emissions. Investments in clean energy, efficient technology, and carbon capture are expected to rise. (DevDiscourse)
Meta Signs 150-MW Geothermal Power Purchase Agreement with Sage Geosystems - Meta will purchase geothermal power from Sage Geosystems' proprietary Geopressured Geothermal Systems to power their data centers in the US. The agreement was announced during the US Dept of Energy’s… (ThinkGeoEnergy)
Open Compute Project Seeks Standard for Concrete, with Help from AWS, Google, Meta, and Microsoft - The role concrete plays in the datacenter is well-known: It provides the solid foundation on which the racks rest, and is present in other structural elements. Using low-carbon concrete therefore offers datacenter… (Register)
Earlier news:
Google: New Ways We're Advancing our Clean Energy Commitments in the U.S - We’re announcing collaborative efforts with Energix Renewables and Swift Current Energy that support decarbonizing the electricity that supplies operations… (Google)
Microsoft: Sustainable by Design, Transforming Datacenter Water Efficiency - Last month, we unveiled our Datacenter Community Pledge, emphasizing that datacenters are not only the backbone of modern technology but also… (Microsoft)
Power-hungry AI Data Centers are Raising Electric Bills and Blackout risk - In Santa Clara — the heart of Silicon Valley — electric rates are rising as the… (LA Times)
Why AI Demands a Greater Focus on Data Centre Sustainability - The business world is being changed every day by the impact of AI. Up to a third of… (DCMag)
Gas pipeline players in talks to fuel AI datacenter demand - Utility tapped out? Why not build your own? Proximity to natural gas lines could become… (TheRegister)
Equinix Pilots Use of Fuel Cell in 'shipping container' Outside Datacenter - Future of low carbon sustainable tech? Not so fast, this is still a trial… (TheRegister)
US utilities signal booming demand from data centers as AI takes root - US utilities are finally inking concrete supply deals with data-center… (ET Telecom)
AI supercharges data center energy use – straining the grid and slowing sustainability efforts (The Conversation)
Geopolitics, Global & Sovereigns
Hyderabad Hosts Global AI Summit: Aiming to Become the World's AI Capital - Staking claim to the tag of “AI capital of the world”, Hyderabad will host a two-day Global Artificial Intelligence Summit (GAIS) at the Hyderabad International Convention Centre. With the theme “Making AI work for everyone”, the global conference will deliberate on important issues on the use of Artificial Intelligence in technical advancements. The summit is said to be the first-ever such event to be hosted by a state government in India and is clearly meant to attract the world’s attention towards Hyderabad as a leader in the fields of Information Technology & AI. (New Indian Express)
Governments Say ‘aye’ to Sovereign AI - A pre-bid meeting hosted by the IT ministry saw participation from heavyweights like Nvidia, Intel, AMD, Qualcomm, Microsoft Azure, AWS, Google Cloud, and Palo Alto Networks. Generative AI (GenAI) is reshaping global economies, with nations scrambling to leverage this transformative technology for economic and productivity gains. (India Times)
Naver and NVIDIA Strengthen AI Chip Partnership, Focusing on Sovereign AI Development (Business Korea)
Earlier news:
Mubadala Invests In Leading Global Hyperscale Data Center Developer Yondr Group - Mubadala Investment Company, a sovereign investor managing a global portfolio, aimed at generating sustainable financial returns for the Government of Abu Dhabi, has announced its investment in Yondr Group, a global hyperscale… (Mubadala) Also see: Yondr Secures Approval for Third Data Center on London Campus
The Pros and Cons of Sovereign Clouds - The global distribution of cloud data centers raises serious concerns about regional data privacy laws. Can sovereign clouds help to ease those doubts? (TechTarget)
Egypt Launched the First Government Data Center - The Data and Cloud Computing Center is the first center for analyzing and processing big data and artificial intelligence in Egypt and North Africa, saving time, effort and money, thus enhancing new investment opportunities. (CIO)
Top 11 Data Centre Projects in India 2024 - In recent months, several companies, including AdaniConnex, Reliance, Sify, Atlassian, Yotta & AWS, announced substantial investments in data centres across India. AWS alone plans to invest $12.7 billion… (AIM)
Only Indian companies can bid for GPU procurement: centre - The government will allow only India-incorporated companies to participate in the tender process to procure graphic processing units (GPUs) and provide services to users under the India Artificial Intelligence (IndiaAI) Mission, sources told ET. (IndiaTimes/ET)
FEATURED Press Release - Siemens Strengthens Data Center Presence with New Center of Competence for APAC
Hyperscalers & Mag 7+
NVIDIA Announces Financial Results for Second Quarter Fiscal 2025 - Nvidia reported record quarterly revenue of $30.0 billion, up 15% from Q1 and up 122% from a year ago...and record quarterly Data Center revenue of $26.3 billion, up 16% from Q1 and up 154% from a year ago. (Nvidia news). Also see: Nvidia Can’t Escape Shadow of AI Spending Fears - Strong results from chip maker don’t ease worries about durability of Big Tech’s AI investments.
Earlier news:
APAC countries, among the world's top 20 locations for hyperscale data centres - New data from Synergy shows that three APAC countries, China (Beijing and Shanghai), Japan, and Singapore, are among the world's top 20 locations… (FutureCIO)
Here's what AWS, Microsoft and Google's capex plans mean for data center growth - If you thought AWS, Google and Microsoft were big now, just wait until 2029. Though hyperscalers only accounted for around 20% of all global data center capacity in 2017, that number is set to hit nearly 60% by 2029, according to… (FIERCE Network)
Dublin, Beijing, and Northern Virginia all have one thing in common – sprawling hyperscale data center infrastructure - The global hyperscale data center market is highly centralized, with the US and China leading the pack – but expansion in other regions is growing. Dublin is the world's 3rd biggest location for hyperscale… (ITPro)
If the world had a hyperscale datacenter capital, it would be… Northern Virginia - If you guessed Beijing, sorry – but it is number 2, according to Synergy Research figures. (TheRegister)
Infrastructure, Security & Technology
Telcos and Hyperscalers are Driving Digital Transformation - In the data centre sector, telcos and hyperscalers play a complementary role, with hyperscalers being present in key cities with large data centres, while telcos have a role to play as regional data centres with more reach & capillarity in their respective markets. (Data Centre Mag)
Earlier news:
3 Key Approaches to Data Center Automation: RPA vs. AI vs. Intelligent Automation - State and local governments can increase the sophistication of their operations with these capabilities. (StateTech)
Case study: How a data centre services provider built robust cybersecurity using AI/ML - Data Centre Colocation service provider STT GDC India transformed cybersecurity with AI and ML by building a unified view of threats across its… (EY)
Kaspersky to Build Data Center in China Amid Growing Cybersecurity Concerns - Global cybersecurity giant Kaspersky is doubling down on its commitment to the Chinese market with plans to establish a new data center in South China… (w.media)
Quantum-readiness, Hybrid & Co-Location
Oak Ridge National Laboratory Partners with Quantum Brilliance for Hybrid Quantum Computing Project - Quantum Brilliance has partnered with Oak Ridge National Laboratory to integrate room-temperature quantum computers with classical supercomputers. The diamond-based quantum technology company and the lab are planning to build a platform that will support the on-premises integration of Quantum Brilliance’s diamond quantum accelerators into the HPC systems housed at ORNL. (Data Center Dynamics)
Earlier news:
Quantum Computers, Coming to a Data Center Near You - Getting quantum and classical hardware to coexist takes deft engineering. Quantum processors are expected to massively outperform classical ones on certain problems, but for many… (IEEE)
Colocating Quantum with Classical Computers: Building New Hybrid Data Centers - The primary motivation for colocating quantum and classical computers lies in the complementary nature of their computational strengths. Classical… (HPC Wire)
DataCenter Workforce & Talent
Cost, AI, and Staffing Are Biggest Concerns for Data Centers - Data center operators are grappling with rising costs, the impact of AI on capacity requirements, and persistent staffing shortages, Uptime Institute reports. (Network World)
Overcoming Data Center Industry Staff Shortages with Skilled Tradespeople - High schools and vocational schools could implement programs to introduce students to data center industry careers--and even provide basic training to get them started.
Earlier news:
Data centers need to ‘reboot’ their image to attract young workers - A recent survey by the Uptime Institute reveals a stark reality: over half (53 percent) of data center operators report significant difficulties in finding qualified personnel… (DCD)
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