DataCenters.buzz - Aug. 10-16, 2024

Weekly 'buzz' on DataCenters powering global AI, Cloud, Cyber, Quantum, Security & Tech Frontiers.

 DataCenters.buzz - Aug. 10-16, 2024

Powering Global AI, Cloud, Cyber, Quantum, Security & Tech Frontiers

Table of Contents

DataCenter Approvals, Expansions, New Builds

Tract Secures Approval for $20 Billion Data Center in Buckeye (CRO) - 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 been granted approval by the city to develop a 2,000 acre campus marking an advancement in the areas economic and technological landscape.

AI, Cloud & Edge Computing

Edge data center demand is skyrocketing (ITPro) - 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. Analysis from global real estate consulting firm JLL predicts that the global market for edge IT infrastructure and data centers will hit $317 billion by 2026, more than doubling from the 2020 value of $153 billion.

How the Gen AI Boom is Fueling the Edge Data Centre Market (DCMag) - 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 and high computation. Organisations currently rely on edge data centres to process and analyse data in real-time at the edge of the network facilitating faster decision-making and more efficient operations.

DataCenter Economics & Investments

Big Tech Companies Investing Billions in AI Data Centers (Zaman.co) - 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, Schmidt revealed that these companies are looking to invest billions of dollars into Nvidia-based AI data centers, with estimated costs reaching up to $300 billion.

Energy & Sustainability

Power-hungry AI data centers are raising electric bills and blackout risk (LA Times) - In Santa Clara — the heart of Silicon Valley — electric rates are rising as the municipal utility spends heavily on transmission lines and other infrastructure to accommodate the voracious power demand from more than 50 data centers, which now consume 60% of the city’s electricity.

Why AI Demands a Greater Focus on Data Centre Sustainability (DCMag) - The business world is being changed every day by the impact of AI. Up to a third of European businesses have adopted AI, representing a 32% growth rate over the previous year, which if maintained, could contribute an additional €600bn (US$657bn) in gross value added to the European economy by 2030. All of this comes at a cost, however. That growth in demand has put pressure on energy grids, supplies and other resources, such as land and water.

Gas pipeline players in talks to fuel AI datacenter demand (TheRegister) - Utility tapped out? Why not build your own? Proximity to natural gas lines could become just as desirable for datacenter operators as high-speed fiber-optic networks as they scramble to satiate AI's ever growing thirst for power.

Equinix pilots use of fuel cell in 'shipping container' outside datacenter (TheRegister) - Future of low carbon sustainable tech? Not so fast, this is still a trial and only for backup power.

US utilities signal booming demand from data centers as AI takes root (ET Telecom) - US utilities are finally inking concrete supply deals with data-center operators.

Geopolitics, Global & Sovereigns

Top 11 Data Centre Projects in India 2024 (AIM) - In recent months, several companies, including AdaniConnex, Reliance, Sify, Atlassian, Yotta, and AWS, have announced substantial investments in data centres across India. AWS alone plans to invest $12.7 billion to expand its data centres in the country.

Only Indian companies can bid for GPU procurement: centre (IndiaTimes/ET) 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.

Hyperscalers & Mag 7+

Here's what AWS, Microsoft and Google's capex plans mean for data center growth (FIERCE Network) - 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 new forecast from Synergy Research Group.Hyperscalers will account for nearly 60% of data center capacity by 2029 and half of global data center capex by 2026.

Dublin, Beijing, and Northern Virginia all have one thing in common – sprawling hyperscale data center infrastructure (ITPro) - 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 now the world's third-biggest location for hyperscale data centers, according to new research, ranked only behind Northern Virginia and the Greater Beijing area.

If the world had a hyperscale datacenter capital, it would be… Northern Virginia (TheRegister) - If you guessed Beijing, sorry – but it is number 2, according to Synergy Research figures.

Infrastructure, Security & Technology

3 Key Approaches to Data Center Automation: RPA vs. AI vs. Intelligent Automation (StateTech) - State and local governments can increase the sophistication of their operations with these capabilities.

Case study: How a data centre services provider built robust cybersecurity using AI/ML (EY) - Data Centre Colocation service provider STT GDC India transformed cybersecurity with AI and ML by building a unified view of threats across its on-premise and cloud environments.

Kaspersky to Build Data Center in China Amid Growing Cybersecurity Concerns (w.media) - 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. This strategic move comes as the country accelerates its push to build a robust digital infrastructure while grappling with escalating cybersecurity challenges.

Quantum-readiness, Hybrid & Co-Location

Quantum Computers, Coming to a Data Center Near You (IEEE) - 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 computing tasks they offer little advantage. That’s leading to a growing focus on hybrid computing systems that could combine the best of both approaches.

Colocating Quantum with Classical Computers: Building New Hybrid Data Centers (HPC Wire) - The primary motivation for colocating quantum and classical computers lies in the complementary nature of their computational strengths. Classical computers excel at handling well-defined, large-scale data processing tasks efficiently. Quantum computers, on the other hand, offer unparalleled potential for solving certain types of problems that are computationally infeasible for classical systems, such as factoring large numbers, optimizing complex systems, and simulating molecular structures with high precision.

DataCenter Workforce & Talent

Data centers need to ‘reboot’ their image to attract young workers (DCD) - 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. This marks a troubling 15 percent increase since 2018, highlighting a growing talent gap. As experienced veterans in the data center industry approach retirement, the industry faces an additional hurdle: positioning data centers as sleek, alluring tech hubs to compete with other attractive tech industries for young talent.

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