Equinix’s third quarter, covered on this site on October 28 for its revenue and third consecutive guidance raise, also contained a demand record: annualised gross bookings of 533 million dollars, up 35 percent year on year and past half a billion dollars for the first time, across more than 25,000 transactions and over 3,200 customers, with 6,900 net interconnections added in the quarter. Bookings measure new commitments rather than recognised revenue, so the figure is the forward half of a print whose backward half was already reported.
Lightmatter’s lead ASIC engineer, Clifford Chao, has joined OpenAI as silicon lead, Datacenter Dynamics reported. Senior silicon hires are the visible edge of OpenAI’s custom chip programme, and a hire out of a photonic interconnect company is consistent with a design effort that treats interconnect, not only compute, as the constraint.
The FCC is seeking comment on plans to free up 500 megahertz of spectrum for direct to device satellite services, Datacenter Dynamics reported. The proceeding sits next to this week’s FCC approval of Amazon Leo’s Globalstar acquisition: spectrum availability, not satellites alone, decides how much direct to device capacity the market can sell.
South Korea’s Hyundai is to develop a data centre in Saemangeum and offer GPU services, and India’s L and T has broken ground on a second Chennai data centre, both reported by Datacenter Dynamics. The pattern in both cases is industrial groups entering AI infrastructure in their home markets, with GPU services, not only colocation, as the product.
Finnish police have opened a criminal investigation into Google over reported mass tree felling at a data centre site, Datacenter Dynamics reported, in the same week Google bought 56 hectares in Hamina, Finland for data centre expansion. Land and environmental process are becoming schedule risks for European builds, not only permitting formalities.
Darkbloom, which let Mac users rent out their GPUs for AI inference, has warned of low payouts, The Register reported. Consumer GPU rental was pitched as the Airbnb of inference; the payout warning is a small, concrete data point on what distributed consumer inference actually earns against hyperscale capacity.