#DataCenters are #Blackstone’s new #RealEstate Play

Blackstone Building a $25 Billion Empire of Power-Hungry Data Centers 

Blackstone is playing its classic playbook for real estate—a move deployed in everything from warehouses to suburban homes:

1. Identify where there's a rising need for properties but too few to meet demand.
2. Direct billions of investor $ to build giant landlords poised to capture big rents & market share.

After its $10 billion takeover of data center operator QTS in 2021, world's largest private equity firm is fueling rapid growth at one of the top landlords for tech giants. 

The company has parlayed its land reserves to profit on a short supply of space and power in key markets. QTS has $15 billion of properties in development, up from $1 billion at the time of its acquisition. It's become North America's largest provider of leased data center capacity based on megawatts under contract, after ranking No. 4 just three years ago, according to research firm datacenterHawk.

See the whole article on Bloomberg here: 

https://www.bloomberg.com/news/articles/2024-01-29/blackstone-is-building-a-25-billion-ai-data-center-empire

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bit.ly/MasterTech

#Google #StreetView’s image of your house can predict your risk of a car accident | MIT Technology Review

Incorporating Google Street View data has the potential to significantly improve the prediction rates for car accidents, new study showed.  Researchers say its accuracy could be improved using larger data sets and better data analysis.

But the other issue that the study presents us with is that of "Informed consent"

The researchers' approach raises a number of important questions about how personal data should be used. Policyholders in Poland might be startled to learn that their home addresses had been fed into Google Street View to obtain and analyze an image of their residence.

An interesting question is whether they gave informed consent to this activity and whether an insurance company can use data in this way, given Europe's strict data privacy laws. "The consent given by the clients to the company to store their addresses does not necessarily mean a consent to store information about the appearance of their houses,"

#Nvidia, The New King Wants All The Chips

A potential deal for ARM "highlights the value of foundational intellectual property in chips. Owning all the IP for the silicon that powers huge data centres would give Nvidia a competitive advantage even Intel couldn't match."

Nvidia flexes its muscles as the new king of chips

With its attempt to buy SoftBank-owned Arm, the US firm is consolidating its position at the top of global chipmaking

August 21 2020

Nvidia, founded and led by Jensen Huang, reported blowout earnings this week © Rick Wilking/Reuters

There was a stark study in contrasts at the top of the chip industry this week. Nvidia, which recently overtook Intel to become the world's most valuable chipmaker, reported blowout earnings. Jensen Huang, its founder and chief executive, used the moment to lay out his vision for what comes next.

...

Over the past 21 years, the Californian company has taken its graphical processing units, or GPUs, from their original market in gaming PCs to data centres, where their parallel processing capabilities have made them the main engines for the data-intensive task of training AI systems. With its attempt to buy Arm, the SoftBank-owned chip design firm, it is now trying to consolidate that position, while also getting its first toehold in some of the biggest current and future markets for silicon.

Data centres, according to Mr Huang, are the new "computing unit"...Nvidia already has the GPUs and networking technology to fulfil much of this: what it lacks is a base in CPUs, or central processing units, the core of Intel's business.

© Tyrone Siu/Reuters

A deal would leave Nvidia in the position of not only selling its own silicon, but also licensing foundational IP that other companies — some of them Nvidia's competitors — need to create their own chips.

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The pursuit of Arm may be motivated mainly by Nvidia's ambitions in data centres, but it also opens up a broader landscape. 

Read The Whole article on the FT here:

https://www.ft.com/content/cd2dc1e5-06f6-4afb-86c7-0aac1d2f9e2d

 

Global spending on #BigData is expected to reach $125 billion in 2015 @bobsguidedotcom

This from Bobsguide.com

Some of the hottest big data start-ups of 2015

If predictions are correct, global spending on big data will reach $125 billion in 2015 and so far this year there have been a number of product launches from start-ups that are proving to be extremely hot within the fast growing big data and analytics space.

The United Nations Economic Commission for Europe predicts that data growth will be 350 per cent higher in 2019 than it is in 2015, which means that this area is only going to get bigger and firms require technology solutions to help them effectively deal with and make predictions from such large volumes of data.

1. Big data and analytics company, Kyvos Insights, launched with a bang at the end of June 2015 with their solution named Kyvos and has already been named one of TRN Magazine’s coolest start-ups of the year during their tech mid-year review. The team behind Kyvos, which enables corporates to derive insights from any sized data, is made up of veterans from Yahoo!, Impetus and Intellicus Technologies.

2. Named by Analytics India Magazine as one of India’s start-ups to watch in 2015, Infinite Analytics is a predictive marketing and analytics company which was co-founded in 2012 by two MIT graduates and has its genesis in a class taught by Sir Tim Berners-Lee. Based in Boston and Mumbai, the team is made up of MIT graduates and advisors in the form of Berners-Lee (inventor of the World Wide Web) and Deb Roy (Chief Media Scientist at Twitter).

3. Another one of TRN Magazine’s coolest big data start-ups of the year is real-time stream data management company, Confluent. Founded in September 2014 by the creators of Apache Kafka, Confluent enables companies to gain business value from live data and at the beginning of July the company hit headlines for raising $24 million in Series B funding.

4. Medio is a B2B analytics provider based in Seattle. Acquired by Nokia’s mapping, navigation and intelligence venture HERE in June this year, Medio’s predictive analytics capabilities will be used to strengthen HERE’s platform and ability “to deliver more personal experiences in cars, on mobile devices and to businesses,” said Michael Halbherr, CEO, HERE.

5. According to CB Insights, banks are also investing heavily in the area of big data analysis and Goldman Sachs invested in a number of start-ups in this area. Two notable start-ups which gained investments from the bank last year are small US-based financial start-up Kenso, which received $15 million in an investment round led by Goldman Sachs and Context Relevant, a company that concentrates on big data analysis software, which raised $13.5 million in a Series B-1 funding round from big names such as Goldman Sachs and Bank of America Merrill Lynch. 

Read the article online here: http://www.bobsguide.com/guide/news/2015/Jul/28/some-of-the-hottest-big-data-start-ups-of-2015.html?utm_source=Members+List&utm_campaign=6aa2c1e227-bobsguide_Weekly_Top_Reads&utm_medium=email&utm_term=0_72e1ba23ef-6aa2c1e227-175545561&mc_cid=6aa2c1e227&mc_eid=51ddccc4a5