Java

Oracle Starts Laying Mines In JavaScript Trademark Battle (theregister.com) 36

The Register's Thomas Claburn reports: Oracle this week asked the US Patent and Trademark Office (USPTO) to partially dismiss a challenge to its JavaScript trademark. The move has been criticized as an attempt to either stall or water down legal action against the database goliath over the programming language's name. Deno Land, the outfit behind the Deno JavaScript runtime, filed a petition with the USPTO back in November in an effort to make the trademarked term available to the JavaScript community. This legal effort is led by Node.js creator and Deno Land CEO Ryan Dahl, summarized on the JavaScript.tm website, and supported by more than 16,000 members of the JavaScript community. It aims to remove the fear of an Oracle lawsuit for using the term "JavaScript" in a conference title or business venture.

"Programmers working with JavaScript have formed innumerable community organizations," the website explains. "These organizations, like the standards bodies, have been forced to painstakingly avoid naming the programming language they are built around -- for example, JSConf. Sadly, without risking a legal trademark challenge against Oracle, there can be no 'JavaScript Conference' nor a 'JavaScript Specification.' The world's most popular programming language cannot even have a conference in its name." [...] In the initial trademark complaint, Deno Land makes three arguments to invalidate Oracle's ownership of "JavaScript." The biz claims that JavaScript has become a generic term; that Oracle committed fraud in 2019 when it applied to renew its trademark; and that Oracle has abandoned its trademark because it does not offer JavaScript products or services.

Oracle's motion on Monday focuses on the dismissal of the fraud claim, while arguing that it expects to prevail on the other two claims, citing corporate use of the trademarked term "in connection with a variety of offerings, including its JavaScript Extension Toolkit as well as developer's guides and educational resources, and also that relevant consumers do not perceive JavaScript as a generic term." The fraud claim follows from Deno Land's assertion that the material Oracle submitted in support of its trademark renewal application has nothing to do with any Oracle product. "Oracle, through its attorney, submitted specimens showing screen captures of the Node.js website, a project created by Ryan Dahl, Petitioner's Chief Executive Officer," the trademark cancellation petition says. "Node.js is not affiliated with Oracle, and the use of screen captures of the 'nodejs.org' website as a specimen did not show any use of the mark by Oracle or on behalf of Oracle."

Oracle contends that in fact it submitted two specimens to the USPTO -- a screenshot from the Node.js website and another from its own Oracle JavaScript Extension Toolkit. And this, among other reasons, invalidates the fraud claim, Big Red's attorneys contend. "Where, as here, Registrant 'provided the USPTO with [two specimens]' at least one of which shows use of the mark in commerce, Petitioner cannot plausibly allege that the inclusion of a second, purportedly defective specimen, was material," Oracle's motion argues, adding that no evidence of fraudulent intent has been presented. Beyond asking the court to toss the fraud claim, Oracle has requested an additional thirty days to respond to the other two claims.

Oracle

Oracle Faces Java Customer Revolt After 'Predatory' Pricing Changes (theregister.com) 136

Nearly 90% of Oracle Java customers are looking to abandon the software maker's products following controversial licensing changes made in 2023, according to research firm Dimensional Research.

The exodus reflects growing frustration with Oracle's shift to per-employee pricing for its Java platform, which critics called "predatory" and could increase costs up to five times for the same software, Gartner found. The dissatisfaction runs deepest in Europe, where 92% of French and 95% of German users want to switch to alternative providers like Bellsoft Liberica, IBM Semeru, or Azul Platform Core.
The Almighty Buck

UK Council Sells Assets To Fund Ballooning $50 Million Oracle Project (theregister.com) 83

West Sussex County Council is using up to $31 million from the sale of capital assets to fund an Oracle-based transformation project, originally budgeted at $3.2 million but now expected to cost nearly $50 million due to delays and cost overruns. The project, intended to replace a 20-year-old SAP system with a SaaS-based HR and finance system, has faced multiple setbacks, renegotiated contracts, and a new systems integrator, with completion now pushed to December 2025. The Register reports: West Sussex County Council is taking advantage of the so-called "flexible use of capital receipts scheme" introduced in 2016 by the UK government to allow councils to use money from the sale of assets such as land, offices, and housing to fund projects that result in ongoing revenue savings. An example of the asset disposals that might contribute to the project -- set to see the council move off a 20-year-old SAP system -- comes from the sale of a former fire station in Horley, advertised for $3.1 million.

Meanwhile, the delays to the project, which began in November 2019, forced the council to renegotiate its terms with Oracle, at a cost of $3 million. The council had expected the new SaaS-based HR and finance system to go live in 2021, and signed a five-year license agreement until June 2025. The plans to go live were put back to 2023, and in the spring of 2024 delayed again until December 2025. According to council documents published this week [PDF], it has "approved the variation of the contract with Oracle Corporation UK Limited" to cover the period from June 2025 to June 2028 and an option to extend again to the period June 2028 to 2030. "The total value of the proposed variation is $2.96 million if the full term of the extension periods are taken," the council said.

Social Networks

Oracle and US Investors (Including Microsoft) Discuss Taking Control of TikTok in the US (npr.org) 53

A plan to keep TikTok available in the U.S. "involves tapping software company Oracle and a group of outside investors," reports NPR, "to effectively take control of the app's global operations, according to two people with direct knowledge of the talks..."

"[P]otential investors who are engaged in the talks include Microsoft." Under the deal now being negotiated by the White House, TikTok's China-based owner ByteDance would retain a minority stake in the company, but the app's algorithm, data collection and software updates will be overseen by Oracle, which already provides the foundation of TikTok's web infrastructure... "The goal is for Oracle to effectively monitor and provide oversight with what is going on with TikTok," said the person directly involved in the talks, who was not authorized to speak publicly about the deliberations. "ByteDance wouldn't completely go away, but it would minimize Chinese ownership...." Officials from Oracle and the White House held a meeting on Friday about a potential deal, and another meeting has been scheduled for next week, according to the source involved in the discussions, who said Oracle is interested in a TikTok stake "in the tens of billions," but the rest of the deal is in flux...

Under a law passed by Congress and upheld by the Supreme Court, TikTok must execute what is known as "qualified divestiture" from ByteDance in order to stay in business in the U.S... A congressional staffer involved in talks about TikTok's future, who was not authorized to speak publicly, said binding legal agreements from the White House ensuring ByteDance cannot covertly manipulate the app will prove critical in winning lawmakers' approval. "A key part is showing there is no operational relationship with ByteDance, that they do not have control," the Congressional staffer said. "There needs to be no backdoors where China can potentially gain access...."

Chinese regulators, who have for years opposed the selling of TikTok, recently signaled that they would not stand in the way of a TikTok ownership change, saying acquisitions "should be independently decided by the enterprises and based on market principles." The statement, at first, does not seem to say much, but negotiators in the White House believe it indicates that Beijing is not planning to block a deal that gives American investors a majority-stake position in the company.

"Meanwhile, Apple and Google still have not returned TikTok to app stores..."
AI

OpenAI's Stargate Deal Heralds Shift Away From Microsoft 38

Microsoft's absence from OpenAI's Stargate announcement follows months of tension between the companies and signals a new era in which the longtime partners will be less reliant on each other. From a report: At a White House press conference, the ChatGPT maker announced Stargate, a venture with Oracle and tech investor SoftBank. The new company plans to spend up to $500 billion building new data centers in the U.S. to help power OpenAI's development.

The assembled leaders -- OpenAI's Sam Altman, Oracle's Larry Ellison, SoftBank's Masayoshi Son and President Trump -- discussed how AI could create jobs and even cure cancer. Microsoft CEO Satya Nadella was thousands of miles away, at the World Economic Forum in Davos, Switzerland. The developments show how the OpenAI-Microsoft partnership that helped trigger the generative-AI boom is drifting apart as each company focuses on its own evolving needs.

In the months leading up to the announcement, the two sides had been haggling over what to do about OpenAI's seemingly insatiable appetite for computing power and its contention Microsoft couldn't fulfill it even though their agreement didn't allow OpenAI to easily switch to others, said people familiar with the discussions. OpenAI is almost entirely reliant on Microsoft to provide it with the data centers it needs to build and operate its sophisticated AI software. That has been part of their agreement since Microsoft first invested in 2019. With the success of ChatGPT, OpenAI's need for computing power surged. Its executives have said ending the exclusive cloud contract could be crucial to compete with rival AI developers that don't have the same constraints.
Microsoft

Microsoft Loses Status as OpenAI's Exclusive Cloud Provider 8

Microsoft, the biggest investor in OpenAI and its principal cloud partner, is losing its designation as exclusive provider of computing capacity for the artificial intelligence startup. CNBC: In a blog post on Tuesday, Microsoft said that it's still in a favorable position with OpenAI. Going forward, when OpenAI seeks additional capacity, Microsoft will have the "right of first refusal" before OpenAI checks with other parties. The change in their relationship was disclosed as part of President Donald Trump's announcement of the Stargate Project, a joint venture with OpenAI, Oracle and Softbank to invest billions of dollars in AI infrastructure in the U.S.

Executives from those companies committed to invest an initial $100 billion and up to $500 billion over the next four years in the project, which will be set up as a separate company. Oracle is a "key initial technology partner" alongside Arm, Microsoft and Nvidia in setting up data center infrastructure, OpenAI said in a blog post.
JPMorgan, in a note to clients: My takeaway is that MSFT is somewhat reading the room on capex. Softbank and Oracle are taking on some of the financial burden (in order to get some skin in the game) while MSFT still maintains access to OpenAI IP through to 2030 and has right of first refusal on any OpenAI new capacity. Feels like a good outcome for MSFT to me.
Government

Trump To Announce Up To $500 Billion In AI Infrastructure Investment 129

According to CBS News, President Trump plans to announce billions of dollars in private sector investment to build AI infrastructure in the United States. From the report: OpenAI, Softbank and Oracle are planning a joint venture called Stargate, according to multiple people familiar with the deal. SoftBank CEO Masayoshi Son is expected at the White House Tuesday afternoon, along with Sam Altman of OpenAI and Larry Ellison of Oracle. Executives from the companies are expected to say they plan to commit $100 billion initially and pour up to $500 billion into Stargate over the next four years.

Other details of the new partnership were not immediately available. Stargate will start with a data center project in Texas, sources said, and eventually expand to other states. Other investors are expected to join the venture, but it was not immediately clear which ones.
Further reading: Scale AI CEO To Trump: 'America Must Win the AI War'
Oracle

Oracle Won't Withdraw 'JavaScript' Trademark, Says Deno. Legal Skirmish Continues (infoworld.com) 68

"Oracle has informed us they won't voluntarily withdraw their trademark on 'JavaScript'." That's the word coming from the company behind Deno, the alternative JavaScript/TypeScript/WebAssembly runtime, which is pursuing a formal cancellation with the U.S. Patent and Trademark Office.

So what happens next? Oracle "will file their Answer, and we'll start discovery to show how 'JavaScript' is widely recognized as a generic term and not controlled by Oracle." Deno's social media posts show a schedule of various court dates that extend through July of 2026, so "The dispute between Oracle and Deno Land could go on for quite a while," reports InfoWorld: Deno Land co-founder Ryan Dahl, creator of both the Deno and Node.js runtimes, said a formal answer from Oracle is expected before February 3, unless Oracle extends the deadline again. "After that, we will begin the process of discovery, which is where the real legal work begins. It will be interesting to see how Oracle argues against our claims — genericide, fraud on the USPTO, and non-use of the mark."

The legal process begins with a discovery conference by March 5, with discovery closing by September 1, followed by pretrial disclosure from October 16 to December 15. An optional request for an oral hearing is due by July 8, 2026.

Oracle took ownership of JavaScript's trademark in 2009 when it purchased Sun Microsystems, InfoWorld notes.

But "Oracle does not control (and has never controlled) any aspect of the specification or how the phrase 'JavaScript' can be used by others," argues an official petition filed by Deno Land Inc. with the United States Patent and Trademark Office: Today, millions of companies, universities, academics, and programmers, including Petitioner, use "JavaScript" daily without any involvement with Oracle. The phrase "JavaScript" does not belong to one corporation. It belongs to the public. JavaScript is the generic name for one of the bedrock languages of modern programming, and, therefore, the Registered Mark must be canceled.

An open letter to Oracle discussing the genericness of the phrase "JavaScript," published at https://javascript.tm/, was signed by 14,000+ individuals at the time of this Petition to Cancel, including notable figures such as Brendan Eich, the creator of JavaScript, and the current editors of the JavaScript specification, Michael Ficarra and Shu-yu Guo. There is broad industry and public consensus that the term "JavaScript" is generic.

The seven-page petition goes into great detail, reports InfoWorld. "Deno Land also accused Oracle of committing fraud in its trademark renewal efforts in 2019 by submitting screen captures of the website of JavaScript runtime Node.js, even though Node.js was not affiliated with Oracle."
Privacy

Database Tables of Student, Teacher Info Stolen From PowerSchool In Cyberattack (theregister.com) 18

An anonymous reader quotes a report from The Register: A leading education software maker has admitted its IT environment was compromised in a cyberattack, with students and teachers' personal data -- including some Social Security Numbers and medical info -- stolen. PowerSchool says its cloud-based student information system is used by 18,000 customers around the globe, including the US and Canada, to handle grading, attendance records, and personal information of more than 60 million K-12 students and teachers. On December 28 someone managed to get into its systems and access their contents "using a compromised credential," the California-based biz told its clients in an email seen by Register this week.

[...] "We believe the unauthorized actor extracted two tables within the student information system database," a spokesperson told us. "These tables primarily include contact information with data elements such as name and address information for families and educators. "For a certain subset of the customers, these tables may also include Social Security Number, other personally identifiable information, and limited medical and grade information. "Not all PowerSchool student information system customers were impacted, and we anticipate that only a subset of impacted customers will have notification obligations."
While the company has tightened security measures and offered identity protection services to affected individuals, cybersecurity firm Cyble suggests the intrusion "may have been more serious and gone on much longer than has been publicly acknowledged so far," reports The Register. The cybersecurity vendor says the intrusion could have occurred as far back as June 16, 2011, with it ending on January 2 of this year.

"Critical systems and applications such as Oracle Netsuite ERP, HR software UltiPro, Zoom, Slack, Jira, GitLab, and sensitive credentials for platforms like Microsoft login, LogMeIn, Windows AD Azure, and BeyondTrust" may have been compromised, too.
AI

How AI is Unlocking Ancient Texts (nature.com) 52

AI is unlocking ancient texts previously thought unreadable, potentially revolutionizing historical research, according to a Nature article. Neural networks have successfully decoded burned Roman scrolls from Herculaneum, deciphered ancient Chinese oracle bones, and translated vast Korean royal archives.

In a breakthrough achievement, researchers used AI to reveal 16 columns of Greek philosophical text from a charred Herculaneum scroll that had been unreadable for 2,000 years. The technology could help scholars access hundreds more unopened scrolls from Herculaneum and other historical collections worldwide.
AI

Software Revenue Lags Despite Tech Giants' $292 Billion AI Spend (indiadispatch.com) 69

Silicon Valley is betting the farm on AI. Data centers are straining power grids. Model training costs are heading toward billions. Yet across the software industry, AI revenue remains theoretical. From a report: Hyperscalers -- combined with Meta and Oracle -- plan to spend $292 billion on AI infrastructure by 2025 -- an 88% increase since 2023. Two-thirds of software companies, however, still report decelerating growth in 2024.

Semiconductor stocks have surged 43% year-to-date on AI expectations, while the software index IGV is up 30%. Microsoft, despite its OpenAI investment, has underperformed the IGV by 19% since ChatGPT's release. Microsoft's AI revenue run rate is 3% of total revenue, according to estimates by investment bank Jefferies. Snowflake expects immaterial AI contribution in fiscal 2025. Salesforce isn't factoring in material contribution from new AI products into FY25 guidance. Adobe's Firefly AI, launched in March 2023, hasn't accelerated revenue.

Oracle

USPTO Petitioned To Cancel Oracle's JavaScript Trademark (infoworld.com) 26

Software company Deno Land has filed a petition with the U.S. Patent and Trademark Office to cancel Oracle's JavaScript trademark, citing trademark abandonment and fraud. The November 22 filing claims Oracle has not sold JavaScript products or services since acquiring the trademark through its 2009 Sun Microsystems purchase. The petition alleges Oracle committed fraud during its 2019 trademark renewal by submitting Node.js website screenshots without authorization.

The legal action follows a September open letter from JavaScript creator Brendan Eich, Node.js and Deno creator Ryan Dahl, and other prominent JavaScript developers urging Oracle to relinquish the trademark. The letter has garnered over 14,000 signatures.
Software

Europe's Largest Local Authority Slammed For 'Poorest' ERP Rollout Ever (theregister.com) 71

UK government-appointed commissioners have labeled Birmingham City Council's Oracle Fusion rollout as "the poorest ERP deployment" they have seen. From a report: A report published by the UK council's Corporate Finance Overview and Scrutiny Committee found that 18 months after Fusion went live, the largest public authority in Europe "had not tactically stabilized the system or formulated clear plans to resolve the system issues and recover the operation."

The city council's cloud-based Oracle tech replaced the SAP system that it began using in 1999, but the disastrous project encountered a string of landmark failures. The council has failed to produce auditable accounts since Oracle was implemented in 2022, costs have ballooned from around 19 million pound to a projected estimate of 131 million pound and, because the council chose not to use system audit features, it cannot tell if fraud has taken place on its multibillion-pound spending budget for an 18-month period. In September last year, the council became effectively bankrupt due to outstanding equal pay claims and the Oracle implementation.

The report from "best value commissioners" appointed by central government to investigate struggling councils said that following the Oracle implementation, "a serious lack of trust had developed between members and officers driven by the failed implementation and subsequent lack of progress to resolve the situation."

Networking

DTrace for Linux Comes to Gentoo (gentoo.org) 14

It was originally created back in 2005 by Sun Microsystems for its proprietary Solaris Unix systems, "for troubleshooting kernel and application problems on production systems in real time," explains Wikipedia. "DTrace can be used to get a global overview of a running system, such as the amount of memory, CPU time, filesystem and network resources used by the active processes," explains its Wikipedia entry.

But this week, Gentoo announced: The real, mythical DTrace comes to Gentoo! Need to dynamically trace your kernel or userspace programs, with rainbows, ponies, and unicorns — and all entirely safely and in production?! Gentoo is now ready for that!

Just emerge dev-debug/dtrace and you're all set. All required kernel options are already enabled in the newest stable Gentoo distribution kernel...

Documentation? Sure, there's lots of it. You can start with our DTrace wiki page, the DTrace for Linux page on GitHub, or the original documentation for Illumos. Enjoy!

Thanks to Heraklit (Slashdot reader #29,346) for sharing the news.
Education

Code.org Taps No-Code Tableau To Make the Case For K-12 Programming Courses 62

theodp writes: "Computer science education is a necessity for all students," argues tech-backed nonprofit Code.org in its newly-published 2024 State of Computer Science Education (Understanding Our National Imperative) report. "Students of all identities and chosen career paths need quality computer science education to become informed citizens and confident creators of content and digital tools."

In the 200-page report, Code.org pays special attention to participation in "foundational computer science courses" in high school. "Across the country, 60% of public high schools offer at least one foundational computer science course," laments Code.org (curiously promoting a metric that ignores school size which nonetheless was embraced by Education Week and others).

"A course that teaches foundational computer science includes a minimum amount of time applying learned concepts through programming (at least 20 hours of programming/coding for grades 9-12 high schools)," Code.org explains in a separate 13-page Defining Foundational Computer Science document. Interestingly, Code.org argues that Data and Informatics courses -- in which "students may use Oracle WebDB, SQL, PL/SQL, SPSS, and SAS" to learn "the K-12 CS Framework concepts about data and analytics" -- do not count, because "the course content focuses on querying using a scripting language rather than creating programs [the IEEE's Top Programming Languages 2024 begs to differ]." Code.org similarly dissed the use of the Wolfram Language for broad educational use back in 2016.

With its insistence on the importance of kids taking Code.org-defined 'programming' courses in K-12 to promote computational thinking, it's probably no surprise to see that the data behind the 2024 State of Computer Science Education report was prepared using Python (the IEEE's top programming language) and presented to the public in a Jupyter notebook. Just kidding. Ironically, the data behind the 2024 State of Computer Science Education analysis is prepared and presented by Code.org in a no-code Tableau workbook.
AI

Is the Microsoft-OpenAI 'Bromance' Beginning to Fray? (seattletimes.com) 30

Though Sam Altman once called OpenAI's partnership with Microsoft "the best bromance in tech," now "ties between the companies have started to fray" reports the New York Times — citing interviews with 19 people "familiar with the relationship". [Alternate URL here.]

Among other things, Satya Nadella "has said privately that Altman's firing in November shocked and concerned him, according to five people with knowledge of his comments. Since then, Microsoft has started to hedge its bet on OpenAI," and reconsidered new investments beyond its initial $13 billion — even as OpenAI expects to lose $5 billion this year That tension demonstrates a key challenge for AI startups: They are dependent on the world's tech giants for money and computing power because those big companies control the massive cloud computing systems the small outfits need to develop AI... Over the past year, OpenAI has been trying to renegotiate the deal to help it secure more computing power and reduce crushing expenses while Microsoft executives have grown concerned that their AI work is too dependent on OpenAI... [I]n March, Microsoft paid at least $650 million to hire most of the staff from Inflection, an OpenAI competitor...

In June, Microsoft agreed to an exception in [OpenAI's] contract, six people with knowledge of the change said. That allowed OpenAI to sign a roughly $10 billion computing deal with Oracle for additional computing resources, according to two people familiar with the deal. Oracle is providing computers packed with chips suited to building AI, while Microsoft provides the software that drives the hardware... While it was looking for computer power alternatives, OpenAI also raced to broaden its investors, according to two people familiar with the company's plan. Part of the plan was to secure strategic investments from organizations that could bolster OpenAI's prospects in ways beyond throwing around money. Those organizations included Apple, chipmaker Nvidia, and MGX, a tech investment firm controlled by the United Arab Emirates... Earlier this month, OpenAI closed a $6.6 billion funding round led by Thrive Capital, with additional participation from Nvidia, MGX and others. Apple did not invest, but Microsoft also participated in the funding round.

OpenAI expected to spend at least $5.4 billion in computing costs through the end of 2024, according to documents reviewed by The New York Times. That amount was expected to skyrocket over the next five years as OpenAI expanded, soaring to an estimated $37.5 billion in annual computing costs by 2029, the documents showed... Still, OpenAI employees complain that Microsoft is not providing enough computing power, according to three people familiar with the relationship. And some have complained that if another company beat it to the creation of AI that matches the human brain, Microsoft will be to blame because it hasn't given OpenAI the computing power it needs, according to two people familiar with the complaints.

Oddly, that could be the key to getting out from under its contract with Microsoft. The contract contains a clause that says that if OpenAI builds artificial general intelligence, or AGI — roughly speaking, a machine that matches the power of the human brain — Microsoft loses access to OpenAI's technologies.

Intel

Intel and AMD Form an x86 Ecosystem Advisory Group (phoronix.com) 55

Phoronix's Michael Larabel reports: Intel and AMD have jointly announced the creation of an x86 ecosystem advisory group to bring together the two companies as well as other industry leaders -- both companies and individuals such as Linux creator Linus Torvalds. Intel and AMD are forming this x86 ecosystem advisory group to help foster collaboration and innovations around the x86 (x86_64) ISA. [...] Besides Intel amd AMD, other founding members include Broadcom, Dell, Google, HPE, HP Inc, Lenovo, Microsoft, Oracle, and Red Hat. Here are the "intended outcomes" for the group, as stated in the press release: The intended outcomes include:
- Enhancing customer choice and compatibility across hardware and software, while accelerating their ability to benefit from new, cutting-edge features.
- Simplifying architectural guidelines to enhance software consistency and standardize interfaces across x86 product offerings from Intel and AMD.
- Enabling greater and more efficient integration of new capabilities into operating systems, frameworks and applications.

Power

The Hot New Trend in Commercial Real Estate? Renting to Data Centers (yahoo.com) 49

U.S. real estate developers "are having a hard time keeping up with demand," reports the Los Angeles Times, "as businesses in search of secure spots for their servers rent nearly every square foot that becomes available..." Construction of new data centers is at "extraordinary levels" driven by "insatiable demand," a recent report on the industry by real estate brokerage JLL found. "Never in my career of 25 years in real estate have I seen demand like this on a global scale," said JLL real estate broker Darren Eades, who specializes in data centers...

The biggest drivers are AI and cloud service providers that include some of the biggest names in tech, such as Amazon, Microsoft, Google and Oracle. With occupancy in conventional office buildings still down sharply following the impact of the COVID-19 pandemic and property values falling, data centers represent a rare ripe opportunity for real estate developers, who are pursuing opportunities in major markets like Los Angeles and less urban locales that are served by plentiful and preferably cheap power needed to run data centers. "If you can find a cluster of power to build a site, they'll come," Eades said of developers. Construction is taking place at an "extraordinary" pace nationwide and still not keeping up, the JLL data center report said. [Data center] "Vacancy declined to a record low of 3% at midyear due to insatiable demand and despite rampant construction."

Development increased more than sevenfold in two years, with the pipeline of new projects leveling off in the first half of 2024, a potential signal that the U.S. power grid cannot support development at a faster pace. But when projects currently under construction or planned are complete, the U.S. colocation market, in which businesses rent space in a data center owned by another company for their servers and other computing hardware, will triple in size from current levels... Real estate investors and landlords are being drawn into the market because demand from tenants is high and they are likely to renew their leases after shouldering the costs of setting up data centers. "They invest in their space and in your space and they tend to stick around longer," said Mark Messana, president of Downtown Properties, which owns offices in Los Angeles and San Francisco. "As we all know, the office market is struggling a little bit, so it's nice to be able to have some data customers in the mix..."

Power demand for computing is growing so intense that it threatens to strain the nation's electrical grid, sending users to remote locations where power is plentiful and preferably cheap. Data center developers are working in Alabama, the Dakotas and Indiana, "traditionally states that wouldn't have data centers," Eades said.

The article includes "the mother of all data centers" in the western U.S. — a 30-story building where "thousands of miles of undersea fiber-optic cables disappear into an ordinary-looking office tower." Once a prestigious location for businesses, "The recent departure of a law firm that had been in the building more than 50 years cleared out five floors that will quickly be re-leased to data tenants, said Eades, who represents the landlord..."

To retrofit the building for data centers, "two elevators were removed so the empty shafts could hold water pipes used to help keep the temperature cool enough for the heat-producing servers" — and developers are happy rents "can be double what they are at newer downtown office high-rises, according to real estate data provider CoStar...

"By 2030, data centers could account for as much as 11% of U.S. power demand — up from 3% now, according to analysts at Goldman Sachs."
Businesses

Oracle Owns Nearly a Third of Arm Chip House Ampere, Could Take Control In 2027 (theregister.com) 6

The Register's Tobias Mann reports: Oracle could choose to take control of Ampere Computing, the Arm processor designer it has backed and uses in its cloud. A proxy statement [PDF] filed on Wednesday reveals that Oracle held 29 percent stake in Ampere as of May 31, 2024, and has the option to gain majority control over the chip house in 2027. "The total carrying value of our investments in Ampere, after accounting for losses under the equity method of accounting, was $1.5 billion as of May 31, 2024," the filing reads. Oracle also revealed it extended $600 million in loans in the form of convertible debt to Ampere during its 2024 fiscal year, on top of $400 million in debt given during the prior fiscal year. Ampere's debts are set to mature beginning June 2026, when Oracle will have the option of converting those investments into additional equity in the chip startup. "If either of such options is exercised by us or our co-investors, we would obtain control of Ampere and consolidate its results with our results of operations," the filing explains.

According to the document, Oracle spent roughly $48 million on Ampere processors during its 2023 fiscal year -- some of it direct with Ampere and some through a third party. By comparison, Big Red spent just $3 million on Ampere's chips and had $101.1 million worth of products available under a pre-payment order by the end of fiscal year 2024. This is despite the fact that Oracle is aggressively expanding its datacenter footprint to address growing demand for AI infrastructure. These efforts have included the deployment of massive clusters of GPUs from Nvidia and AMD with the largest campus developments nearing a gigawatt in scale. The filing also revealed that Ampere founder and CEO Renee James will not seek re-election to Oracle's board of directors.

IT

Desktop Hypervisors Are Like Buses: None for Ages, Then Four at Once (theregister.com) 34

An anonymous reader shares a report: September has been a big month for desktop hypervisors, with the field's big players all delivering significant updates. Oracle delivered VirtualBox version 7.1, billed as a major upgrade thanks to its implementation of a UI with a "modernized look and feel, offering a selection between Basic and Experienced user level with reduced or full UI functionality."

[...] Parallels also released a desktop hypervisor update last week. Version 20 of the eponymous tool now offers a VM that's packed with tools developers may find handy as they work on generative AI applications. Among those tools are the Docker community edition, lmutils, the OpenCV computer vision library, and the Ollama chatbot interface for AI models. [...] The other big player in desktop hypervisors is VMware, with its Fusion and Workstation products for macOS and Windows respectively. Both were recently updated.

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