Archivo de la categoría: Future of Cloud

UAE redesigns 5GW AI data centre plan around physical security

The UAE is reviewing the design of its planned 5GW AI data centre project after Iranian missile and drone attacks damaged cloud infrastructure in the UAE and Bahrain, Reuters reported. Originally planned as a 10-square-mile campus in Abu Dhabi, the project will now likely comprise a network of data centres spread across the UAE, according […]

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Microsoft reportedly targets 38GW of data centre capacity by 2032

Microsoft plans to more than triple its data centre capacity to about 38 gigawatts (GW) by 2032, Bloomberg News reported, citing people familiar with the plans. The company currently has about 12GW of capacity, according to Bloomberg’s reporting. Around 2GW is centred on AI-specific chips, while that share is expected to reach about one-third of […]

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AWS to add 2 million Nvidia GPUs as cloud capacity demand grows

AWS plans to deploy another two million Nvidia GPUs across its global infrastructure in 2027 and 2028, adding to an earlier commitment for more than one million GPUs. The additional deployment will include Nvidia Blackwell Ultra, Rubin, and Rubin Ultra GPUs. The agreement also covers Nvidia CPUs, networking, and interconnect technology that AWS plans to […]

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Oracle brings Quantinuum quantum computing to OCI

Oracle and Quantinuum have entered a multi-year partnership to make Quantinuum’s Helios quantum computer available through Oracle Cloud Infrastructure, giving OCI customers access to quantum hardware alongside existing GPU and high-performance computing services. Financial terms were not disclosed, and the companies did not provide a deployment date. Oracle plans to preview its OCI quantum service […]

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Volta lands $10B AI cloud deal as GPU clouds expand

AI infrastructure startup Volta has emerged from stealth with a $2.4 billion valuation and a $10 billion agreement to provide cloud computing capacity in Europe alongside Bitdeer Technologies. The seven-month-old company said the six-year agreement will support an unnamed AI company through infrastructure at a Bitdeer-operated data centre in Norway. Bloomberg reported that the customer […]

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Meta and Anthropic discuss $10 billion AI compute deal

Meta is in early discussions to lease computing capacity to Anthropic under a two-year agreement worth up to $10 billion, according to The New York Times. The proposed arrangement would give Anthropic access to computing infrastructure supplied by Meta while creating a potential external revenue stream for the company. The reports did not identify the […]

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New York data centre moratorium pause puts power under review

New York has paused state environmental approvals for large new data centre projects while it develops rules covering electricity demand, environmental effects, and infrastructure costs. As reported by Reuters, the moratorium will remain in place for up to one year and applies to new facilities and expansions capable of consuming at least 50MW. New York […]

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Data centre delays expose AI cloud power limits

Large data centre projects intended to support AI and cloud workloads are facing power shortages and grid delays. Some are also facing planning disputes, land-use concerns, and rising construction costs. A report by The Guardian, citing data from the Uptime Institute, said 250 data centre projects requiring more than 100MW of power each were announced […]

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South Korea AI data centre push includes SK Telecom’s 15GW plan

South Korea is moving to expand its AI infrastructure base through a series of projects covering data centres, semiconductors, and robotics. SK Telecom plans to build up to 15GW of AI data centre capacity. The plan follows a set of South Korean “mega projects” covering semiconductors, physical AI, and AI data centres. Samsung Electronics, SK […]

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FERC orders faster grid access for AI data centres

US federal energy regulators have ordered six regional grid operators to create faster connection processes for large power users, including AI data centres, seeking access to the high-voltage transmission system. The Federal Energy Regulatory Commission voted unanimously on Thursday to require the operators to show how they will handle requests from large electricity users in […]

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