Key facts
- Samsung and SK Hynix are reportedly evaluating chipmaking equipment from China's AMEC.
- This evaluation is a hedge against potential U.S. export controls.
- Samsung denies testing AMEC equipment.
- Volta has secured a $10 billion cloud computing contract with Anthropic.
- The Volta-Anthropic deal reportedly spans six years.
- The deal involves 133 megawatts of capacity at a Bitdeer data center in Norway.
- The capacity will be powered by Nvidia's AI chips.
- Volta was valued at $2.4 billion.
- Volta raised $300 million in financing.
- CoreWeave is expanding into Indonesia with three new data centers.
- These facilities represent 360 megawatts of contracted power.
- This is CoreWeave's first data center presence in the Asia Pacific region.
Samsung Electronics and SK Hynix are reportedly evaluating chipmaking equipment manufactured by China's AMEC. This evaluation is seen as a strategic move to prepare for potential future U.S. export controls that could restrict access to advanced semiconductor manufacturing tools for their facilities in China. However, Samsung has denied reports that it is currently testing AMEC equipment. The move by the South Korean chip giants highlights concerns over the impact of geopolitical tensions on the global semiconductor supply chain.
In the artificial intelligence sector, AI infrastructure startup Volta has announced a major $10 billion cloud computing contract with Anthropic. This deal, reportedly set to span six years, will involve Volta providing 133 megawatts of capacity. The capacity will be housed within a Bitdeer data center located in Norway and will be powered by Nvidia's advanced AI chips. As part of this development, Volta was valued at $2.4 billion and successfully raised $300 million in new financing.
Expanding its international presence, AI cloud computing firm CoreWeave is establishing its first data center presence in the Asia Pacific region by opening three new facilities in Indonesia. These new data centers will add a total of 360 megawatts of contracted power capacity. This expansion is driven by the increasing demand for AI compute resources in the Asia Pacific market.