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MAINTENANCE WINDOW, day 5. When I started this project last year, I spent more time thinking about the code behind it than what to name it. Turns out there are other rundowns out there! In the interest of staying on the right side of the law, I think I'll need to look for a new name for the newsletter. Happy to take suggestions (hit reply), but I have ideas...
Have a good weekend. 🎃 Eliot
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AI infrastructure hardware integration
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AWS is rapidly deploying AI accelerators, installing one every 14 seconds, and projects a potential $1 trillion annual revenue.
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Read at The Register→
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Oracle plans to charge for AI tasks, impacting subscriptions and contributing to its ambitious $225 billion revenue goal by 2030 amidst significant capital expenditure.
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Read at The Register→
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Verizon has signed a $2 billion deal for AWS AI infrastructure, coinciding with the carrier's announcement of strong third-quarter earnings.
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Read at Data Center Dynamics→
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Does Verizon's $2 billion AWS AI deal indicate a long-term strategic advantage or a costly dependency?
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HPE enhanced its Private Cloud AI solution to incorporate mixed Nvidia hardware clusters and introduced the Vera CPU rack, aiming to support agentic artificial intelligence workloads.
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Read at Data Center Dynamics→
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Dell has launched new offerings, including Nvidia Vera CPU configurations and its first Groq 3 LPU rack-scale inference solution, both optimized for agentic artificial intelligence.
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Read at Data Center Dynamics→
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SemiAnalysis predicts a substantial 50-gigawatt increase in data center capacity by 2027, driven by demand and Vertiv, ABB, Microsoft, and Meta infrastructure.
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Read at Data Center Frontier  →
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Jeremie Eliahou Ontiveros of SemiAnalysis discussed Europe's capacity in the AI infrastructure race, energy challenges, permitting, and construction innovations with DCD Studio.
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Read at Data Center Dynamics→
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Google's search revenue faces a slowdown due to AI integration, with expectations of further acceleration as AI capabilities increase.
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Read at The Register→
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HPE is building hybrid quantum-classical infrastructure on its Cray supercomputing platforms, partnering with QuEra and Quantinuum to advance the technology towards data center integration despite ongoing deployment hurdles.
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Read at Data Center Frontier →
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Despite advancements in AI for information security, crypto exchanges like Binance suffer security breaches, leading to large-scale unauthorized trades.
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Read at The Register→
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Should crypto exchanges prioritize AI for security over current infrastructure?
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Pennsylvania town approves a 4,500-acre data center district, with Glennbrook Group facilitating the $1.4 billion land sale from 194 families.
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Read at Bisnow→
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Is approving a 4,500-acre data center district a responsible use of land resources?
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Emerging neocloud market entrants
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Core Scientific is converting a bitcoin mine into an AI chip facility for CoreWeave, addressing the significant operational differences between mining and AI workloads.
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Read at Global Data Center Hub→
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European data center investment is facing new markets and risks, prompting an examination of future strategies and potential challenges in the evolving landscape.
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Read at Data Center POST→
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“I can no longer recommend HPE.”
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A frustrated customer details a significant decline in Hewlett Packard Enterprise's hardware quality and support responsiveness, citing issues with malfunctioning hardware, outsourced support, and a lack of effective problem resolution, leading to a decision to switch vendors.
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Read at r/sysadmin→
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“Is it just me, or did we turn into IT-Sec yes men lately, and it’s just not fun anymore?”
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A system administrator laments the shift in IT from enjoyable, functional work to a security-compliance-driven environment where the entire department is subordinated to IT-Sec, leading to a loss of job satisfaction and a feeling of being alone in this sentiment.
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Read at r/sysadmin→
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“AWS project advice for analyst/data engineer roles”
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A Level 3 AWS data center technician with a background in information systems and business analytics is developing a project to automate ETL processes for ticket data to enhance their resume for data engineering roles.
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Read at r/datacenter→
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