What’s up with… SpaceX, EC digital investments, Ukraine’s new telco
- by TelecomTV
- Oct 10, 2024
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Korea JoongAng Daily
, reporting from a media briefing in Seoul on Thursday, KT’s CEO, Kim Young-Shub, said the partners will invest 2.4tn Korean won ($1.77bn) over the next five years, with half of that total allocated to datacentre infrastructure and graphic processing unit (GPU) investments, while the other half will go towards R&D as well as marketing and developing the Korea-customised AI models. The two companies noted in September that they plan to jointly develop “customised AI models and services tailored for Korea”, and the CEO noted today that the partners aim to complete the development of a Korea-customised version of the OpenAI’s ChatGPT generative AI (GenAI) application (specifically GPT-4o) by the second quarter of 2025 (Microsoft is a major investor in OpenAI). The CEO also noted that KT and Microsoft expect the partnership to generate 4.6tn won ($3.4bn) of revenues over the next five years. “Microsoft understands the operational mechanisms of enterprises better than any other company,” Young-shub stated. “Our discussion with Microsoft, which began in December of last year, has only strengthened this belief. Microsoft’s capabilities in AI development are unrivalled,” he added.
A new independent study conducted by Dstream Group on behalf of
DE-CIX
, a global internet exchange operator, finds that the US is steadily moving toward a datacentre and carrier neutral framework to support burgeoning AI and cloud-based applications. Some 80% of all internet exchanges (IXs) in the region are now datacentre and carrier neutral. A major knock-on effect of booming generative AI is the ever-increasing demand for storage capacity that is spurring the construction of massive new datacentres around the world, and
the new study shows
that, on average, carrier-neutral platforms have four times more datacentres from a range of operators connected to the platform than other IX models. This provides both operators and enterprises with a wider and better choice and improved resilience for low-latency, edged-based connectivity. Furthermore, operated by independent specialists and distributed over datacentres from multiple operators within a city or region, neutral IXs provide more access points and bring together more networks than the previously prevailing model of carrier-operated IXs. Of the top-50 largest IXs in the US, 35 (70%) are neutral and thus de facto proof that network operators prefer that model. Commenting on the new report, Ivo Ivanov, the CEO of DE-CIX said, “The past decade has demonstrated the immense value of the neutral and distributed model for driving digital growth in the US market. The study shows that these IXs, which follow the European model of neutrality, are not only future-proof but essential to support the emerging needs of cloud computing, AI, and IoT [internet of things] to enable extremely low-latency connectivity for critical current and future use cases.” The detail of the report shows that of the top-50 US-based IXs, distributed and neutrally operated internet exchanges have an average of 11 connected facilities operated by at least two independent datacentre operators within a metropolitan area, while carrier-operated IXs have an average of three facilities operated by a single operator within a metro area. Greater operator diversity and geographical distribution within the metro area allows companies freedom of choice of datacentre operators and brings interconnection closer to end users, reducing latency and improving connectivity performance. As Serge Radovcic, co-author of the report, points out, “The distributed, independently operated IX model has several significant advantages for building digital ecosystems. The neutral model can potentially be accessible from all colocation datacentres within a metro area – and even from outside of the metro area. By leveraging connectivity to multiple datacentre operators, an IX can eliminate the risk of vendor lock-in, and make it easier to establish redundant connections, increasing the resilience of connectivity for critical use cases.” The report also shows that neutral IXs foster the creation of collaborative ecosystems by connecting various datacentres and aggregating networks.
MTN Consulting
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