Master-planned parks, GPUs, NVIDIA, CEOs, cloud, global expansion, mature markets
It was a busy week across the sector. Master planned data centre parks continue to emerge, GPUs are getting to market and underpinning live cloud infrastructure services, while there were more executive appointments and hyperscale cloud investments.
The master planned data centre park, basically a ‘wholesale for wholesale’ data centre service, continues to pop up in certain US markets. Tract has a project outside Reno, Nevada and confirmed plans to open a second outside Salt Lake City, Utah. This part of the market continues to mature, but there are going to be some bumps in the road. We take a closer look at some of the challenges facing Aligned Data Centers and Quantum Loophole as they try to navigate certain regulatory issues.
GPU inventory continues to be highly sought and service providers are aggressively trying to bring things online and get to market. CoreWeave made a large purchase of Dell severs equipped with NVIDIA-based GPUs and DigitalOcean went live with some GPUs on its Paperspace platform. Meanwhile, Meta shared some interesting data points about its GPU consumption.
The beginning of the year always sees a lot of movement in executive circles and in the past week we saw Involta bring in a new CEO, while Actis named a new CEO for its LatAm data centre business and DigitalOcean completed its search for a new CEO to take over from Yancey Spruill.
Finally, cloud infrastructure expansion showed no signs of slowing down. AWS is set to make a substantial investment in Japan, Google is investing $1b in a UK-based data centre and Microsoft is set to build in Greece.
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