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AI to go nuclear? Data center deals say it’s inevitable

CIO Business Intelligence

AWS, Microsoft, and Google are going nuclear to build and operate mega data centers better equipped to meet the increasingly hefty demands of generative AI. Earlier this year, AWS paid $650 million to purchase Talen Energy’s Cumulus Data Assets, a 960-megawatt nuclear-powered data center on site at Talen’s Susquehanna, Penn.,

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Microsoft acquires Fungible, a data center infrastructure company

GeekWire

Microsoft has acquired Fungible , a 6-year-old startup that helps companies with data center storage and networking needs. The company was founded by former Apple engineering leader Bertrand Serlet and CEO Pradeep Sindhu , who co-founded Juniper Networks. Earlier reports pegged the deal at $190 million.

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Apple might deploy M2 Ultra chips on cloud servers

Dataconomy

Apple is initiating its venture into generative AI by first processing intricate queries using M2 Ultra chips within data centers, with a future strategy to upgrade to the more sophisticated M4 chips. Recently, Tim Cook hinted at Apple’s generative AI during an investor call.

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Report: Apple Rethinking Data Center Strategy

Data Center Knowledge

Company looks to use more commodity hardware, build own long-haul network to interconnect data centers Read More.

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Qualcomm just bought a two-year-old startup founded by former Apple engineers for $1.4 billion

The Verge

The company Qualcomm is purchasing, Nuvia, was formed in 2019 by three former engineers and chip specialists, all of whom worked at Apple on the A-series chip line that powers the iPhone and iPad. Qualcomm is collecting tech and talent and taking aim at the data center industry at a time of significant change in the chip market.

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How Nvidia beat everyone else in the AI race

Vox

. | Jakub Porzycki/NurPhoto via Getty Images The company you might not have heard of is now worth $2 trillion — more than Google or Amazon. Only four companies in the world are worth over $2 trillion. Apple , Microsoft , the oil company Saudi Aramco — and, as of 2024, Nvidia. Davidson Companies.

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Nvidia is acquiring Arm for $40 billion

The Verge

Arm will operate as an division of Nvidia and will remain headquartered in the UK, and, will “continue to operate its open-licensing model, while maintaining its global customer neutrality,” the company said. The British company’s intellectual property helps power mobile device processors for companies including Apple, Samsung, and Qualcomm.