Arch Research

  Huawei Ascend Huawei announces annual release cadence for three new Ascend AI chips, unveils ‘supernode’ offering company says will outperform Nvidia’s NVL144 "The roadmap was unveiled at the company’s Huawei Connect event taking place in Shanghai this week. The Chinese tech giant said it would release its Ascend 950 chip – the successor to its 910C AI chip launched earlier this year – in 2026, with the Ascend 960 and Ascend 970 to follow in 2027 and 2028, respectively." [ DCD -20250925] Cambricon Technologies Siyuan 690 "Shares of his chip designer Cambricon Technologies have surged more than 765% over the past 24 months."[ The Edge - 20251118] Chiplet Interconnect Making connections: The pursuit of chiplet interconnect standardization "A closer look at Universal Chiplet Interconnect Express technology" [ DCD - 20250918] Groq AI chip company Groq raises $750m at $6.9bn valuation "Round was led by investment firm Disruptive" [ DCD - 20250918...

Equinix Equinix signs second PPA in Singapore with Sembcorp. [ DCD -20241203 ] "Equinix has signed a Power Purchase Agreement (PPA) with Sembcorp Power for 58.5MW of power from a solar project in Singapore." "The solar energy will be delivered from a solar installation on 60 hectares of vacant land and the rooftops of five JTC Corporation buildings, including the Jurong Rock Caverns above-ground facilities and Jurong Island Checkpoint. The project is projected to start generating power in 2029." Equinix partners GIC, Canada pension fund to expand data centre portfolio via US$15 billion joint venture. [ BT -20241002 ] "Equinix expects to use capital the JV raises to buy land and to build new facilities on multiple greater-than-100-megawatt (MW) campuses in the US. Eventually, this will add more than 1.5 gigawatts of new capacity for hyperscale customers, it added." "Today, the global footprint of Platform Equinix spans 268 data centers across 73 metros...

Power Datacenter Anatomy Part 1: Electrical Systems [ SA ] Meta Datacenter Scrapped, Vertiv, Schneider Electric, Eaton, Legrand, Delta, Datacenter Bill Of Materials By Component, Transformers, Switchgear, Redundancy, UPS, OCP Busbar, Generators, Substation Datacenter Anatomy Part 2 – Cooling Systems [ SA ] L2A, L2L, Immersion, Two-Phase, Google vs Meta vs Microsoft vs Amazon Water Cooling Design, WUE, PUE, Nvidia Rubin Power & Cooling Architecture SMRs: A (small) nuclear revolution? "Hyperscale partnerships could be the catalyst for small modular reactor development" [ DCD -20250313] Watt’s Next? How can batteries be best utilized in the data center sector? "A deep dive into the many use cases of battery energy storage" [ DCD -20250905] Networking Arista developing liquid-cooled network switches - "Company developing liquid-cooled network rack that could consume more than 120kW" [ DCD -20250919] The future of data center networking and processing - ...

 Silicon OpenAI hires another Google TPU alum to join chip team - " Generative AI company OpenAI has continued to expand its semiconductor team, with the hiring of former Google TPU software engineer Safeen Huda." [ DCD -20250826] OpenAI appoints former Google TPU lead as head of hardware, hiring for "experts in data center facility design" - " Chip engineer Richard Ho leads new division at the generative AI startup to help "influence roadmaps for hardware partners for data center networks, racks, and buildings " [ DCD -20231126 ] LLM Intel chief technology and AI officer leaves role after six months for OpenAI - " Prior to his appointment in April, Sachin Katti had led Intel’s networking and Edge group." [ DCD - 20251111] [Picture L to R: Sachin Katti and Greg Brockman]

Singapore Singapore’s largest low carbon Data Centre Park "About 20 hectares of land on Jurong Island have also been set aside for the development of Singapore’s largest data centre park, with the potential to accommodate up to 700MW of power capacity for data centres. Operators can leverage the island’s ecosystem, such as shared energy storage infrastructure and utilities, ample power capacity as well as emerging low carbon energy sources." [ JTC : 20251027] Amogy, A*Star to explore use of ammonia to power data centers in Singapore "Amogy, an Ammonia-to-power firm, has partnered with the Agency for Science, Technology and Research (A*Star), a Singaporean public sector R&D agency, to explore the potential of ammonia-based technologies in powering the city-state's data center sector." [ DCD -20250924] Singapore's Keppel inks agreement with Dell, data centers mentioned The “strategic framework agreement” between Keppel’s connectivity division and Dell will...

  Sharon AI signs 50MW data center lease with NextDC in Australia "Sharon AI hosts its "Supercluster" there, which it can now expand to house more than 20,000 Nvidia B200, B300, or GB300 GPUs. Currently, that cluster has some 1,000 GPUs live."

Nvidia and Deutsche Telecom officially announce data center project in Munich, Germany "Nvidia will provide more than one thousand DGX B200 systems and RTX Pro servers with up to 10,000 Blackwell GPUs to a data center in Munich, which will be repurposed for use and begin operating in the first quarter of 2026."  Data center development planned for 180-hectare plot in Isojoki, Finland . Blackstone to develop 300MW data center campus in Aragon, Spain   "Blackstone is set to invest €7.5 billion ($8.2bn) in the development - reportedly known as Project Rodes - located on a 224-hectare site in the Zaragoza town of Calatorao. Around half the site will initially be developed, with another €7.5 billion to be invested at a later date to develop the second half."  [20241015] Blackstone confirms £10 billion investment in Britain for AI data centre   "US PRIVATE equity firm Blackstone has confirmed a £10 billion (S$17.2 billion) investment for an artificial intelligence da...

Building the 800 VDC Ecosystem for Efficient, Scalable AI Factories  "We’re publishing the technical whitepaper 800 VDC Architecture for Next-Generation AI Infrastructure and presenting details at the 2025 OCP Global Summit." [ Nvidia -20251013] Nvidia-backed Emerald AI raises $24.5m to turn data centers into grid assets " The funding will support the development of its Emerald Conductor platform, which, the company claims, could enable data centers to obtain a grid connection significantly more quickly by managing energy consumption through AI. " [ DCD -20250705] AI data center power demand could soar to 123GW by 2035 - report  " A thirtyfold increase on current levels " [ DCD -20250627] US electricity demand to surge to 128GW by 2029 due to data center growth - report [DCD-20241204] "The report identifies data center expansion as the primary driver of this demand, with the PJM Interconnection and Electric Reliability Council of Texas (ERCOT) regions...