Vast Data & CoreWeave's $1.17B AI Deal, Google Invests $40B in Texas, and Anthropic's $50B AI Infrastructure - Silicon Brief #44

Hi there,

In this edition of Silicon Brief, we're diving into the latest developments in AI chips and data centers. Baidu has introduced its new AI chips, the M100 and M300, which are set to enhance AI processing capabilities. Meanwhile, FMC has secured €100 million to innovate AI memory chips, and Tsavorite has already received $100 million in pre-orders for its upcoming AI chips. These advancements highlight the growing demand and investment in AI hardware.

On the data center front, Princeton Digital Group is investing $700 million in a new data center in South Korea, while Google plans to invest €5.5 billion in Germany and $40 billion in Texas for AI data centers. Additionally, Microsoft has opened an AI 'Super Factory' in Atlanta, marking a significant step in AI infrastructure development. These investments underscore the critical role data centers play in supporting AI technologies.

Compu Dynamics Modular is advancing modular data centers to cater to the growing demands of AI workloads, focusing on factory-built systems to enhance efficiency and adaptability. Meanwhile, Arista and Palo Alto Networks have unveiled new security solutions for AI-era data centers, combining AI networking with advanced firewall technology to bolster security and network control.

Princeton Digital Group is making a significant move into South Korea with a $700 million investment in an AI-ready data center in Incheon, set to be operational by early 2028. Meanwhile, Google is planning a substantial $40 billion investment in Texas to build three new AI data centers by 2027, aiming to enhance AI infrastructure and job creation.

FMC has secured €100 million to advance its AI memory chip technology, enhancing energy efficiency and performance in data centers. Meanwhile, Baidu unveiled its M100 and M300 AI chips, aiming to bolster China's tech self-reliance amid geopolitical tensions.