[Week Pick Cloud] Government Launches Drive to Foster Open AI Infrastructure... MS to End VMware Bundle Sales
IT DAILY ·
✦ AI Summary
The government has begun in earnest to build an ecosystem for "open AI computing infrastructure" in response to the expansion of the generative AI inference market.
The Ministry of Science and ICT held a meeting with the domestic AI semiconductor industry to discuss ways to expand the domestic NPU market under the title "A meeting to build an open AI computing infrastructure ecosystem."
In the United States, new data center permit restrictions and Broadcom's licensing policy changes continued, and Microsoft announced it will end sales of Azure VMware bundle products.
This week in cloud, the key issues were the government's launch of efforts to foster an "open AI infrastructure" and Microsoft's announcement that it will end sales of VMware bundle products. The image used in the article is AI-generated.
In South Korea, the government has begun in earnest to build an ecosystem for "open AI computing infrastructure" in response to the expansion of the generative AI inference market. The foundation of this ecosystem is domestic NPU, CXL, and DPU technologies.
The Ministry of Science and ICT held a meeting with the domestic AI semiconductor industry. The meeting, titled "A meeting to build an open AI computing infrastructure ecosystem," discussed ways to expand the domestic NPU market.
In the United States, state-level restrictions on new data center permits are spreading amid power shortages and environmental burdens. On top of that, changes to Broadcom's licensing policy have continued to ripple through the market, and Microsoft announced that it will stop selling Azure VMware bundle products.
In South Korea, follow-up measures to the MOU signed last July between the Ministry of Science and ICT and AMD are being pushed ahead. The move is aimed at securing competitiveness in open infrastructure with power and cost efficiency, in response to the shift in the center of gravity in the AI market from training to inference.
FuriosaAI, MangoBoost, and More participated in the meeting. The companies emphasized the need to move away from dependence on specific GPUs.
The companies also stressed the need for flexible integration of next-generation infrastructure technologies such as CXL, DPU, and PIM. They also highlighted the need for an open computing architecture and full-stack development capabilities.
Minister of Science and ICT Bae Kyung-hoon said the government will strengthen support for deploying domestic NPU data centers on site, citing their advantage in inference efficiency, and also unveiled plans to bolster support for full-cycle development and demonstration projects.
Meanwhile, Pennsylvania introduced measures to regulate new data center construction. Pennsylvania Governor Josh Shapiro signed an executive order, and all data center projects seeking permits are now required to comply with "GRID," or the "Responsible Infrastructure Development Requirements."
Developers must meet requirements for easing energy costs, protecting the environment, and community engagement, and permit reviews by the state Department of Environmental Protection can proceed only after approval from the relevant local government.
Under this structure, legislatures in 15 U.S. states are reviewing restrictions on data center construction. New York has announced a moratorium on data center construction, and Chicago has also announced a moratorium.
Across the United States, moves to regulate infrastructure in response to power shortages and environmental issues are spreading. Discussions over restrictions and moratoriums on data center construction are also expanding in line with this trend.
Meanwhile, in cloud, Broadcom revamped its sales structure after acquiring VMware, centering it on VMware Cloud Foundation (VCF) bundles. Broadcom also banned cloud partners from reselling licenses.
In response to these policy changes by Broadcom, Microsoft said it will stop selling VMware license bundle products for Azure VMware Solution (AVS) as of October 31. Microsoft's decision to end sales of AVS bundle products is a measure taken in line with Broadcom's policy changes.
Companies currently using AVS that want to continue without service interruptions must complete migration by August 30, 2027. The applicable method is BYOL (Bring Your Own License), and under the BYOL process they must purchase and register VCF licenses directly from Broadcom.
Source: IT DAILY · Kwon Yeong-seok
Original: https://www.itdaily.kr/news/articleView.html?idxno=241129
References
This article was produced with the help of an automated content generation algorithm.
Source: IT DAILY
View originalThis article was summarized and organized by BizCrush based on the original article from IT DAILY. For exact quotations and full details, please refer to the original article.