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AI boom, GPU shortage: the complex equation of data centres
AI boom, GPU shortage: the complex equation of data centres

The Independent

time07-05-2025

  • Business
  • The Independent

AI boom, GPU shortage: the complex equation of data centres

Data4 Group is a Business Reporter client A few weeks after NVIDIA GTC 2025, where major breakthroughs in GPU technology and artificial intelligence (AI) were unveiled, is a great time to examine current market dynamics and the strategic role of data centres. These infrastructures, such as those operated by Data4, a European leader in the sector, are at the heart of this digital revolution. The rapid rise of generative AI is reshaping the technology landscape. Models such as ChatGPT and Gemini require immense computing power, driving an exponential demand for high-end GPUs such as NVIDIA's H100 and AMD's MI300X. Faced with this surge, cloud providers (AWS, Azure, Google Cloud) and AI startups are fiercely competing to secure their supplies. However, this enthusiasm comes with structural tensions. GPU production remains highly concentrated among a few suppliers, led by NVIDIA and followed by AMD, Intel and emerging open-source initiatives such as RISC-V. Furthermore, manufacturing relies on a limited number of foundries – TSMC and Samsung at the forefront – making the market vulnerable to geopolitical and industrial disruptions. The result: frequent shortages, soaring prices and limited accessibility for many players. To overcome these challenges, alternative solutions are emerging: shared infrastructure, GPU-as-a-Service offerings and hybrid cloud solutions. These models aim to democratise access to computing resources while optimising their utilisation. An infrastructure challenge for data centres The explosion in GPU demand is testing data centres, which must adapt their infrastructures. First, GPUs consume significantly more energy than traditional CPUs, requiring increased rack density and more robust power supplies. Another major challenge is cooling. The heat dissipation of next-generation GPUs necessitates advanced technologies such as liquid cooling or immersion cooling. These innovations help maintain performance while improving energy efficiency. Investments are substantial. Operators must anticipate future needs in computing power and connectivity by designing 'AI-ready' data centres. These infrastructures, optimised for high-performance computing (HPC), incorporate modularity and flexibility to meet the market's evolving demands. However, this transformation must align with sustainability goals. How can we balance the exponential increase in computing needs with energy efficiency requirements? The answer lies in several strategies: integrating renewable energy, recovering waste heat, optimising workload flows and designing eco-friendly infrastructures. These approaches are crucial to reducing the sector's carbon footprint and meeting increasingly stringent regulatory requirements, particularly regarding Scope 3 emissions. A strategic opportunity for data centres Rather than a constraint, this evolution represents a major opportunity for data centre operators. By becoming facilitators of AI innovation, they can position themselves as strategic partners for companies developing artificial intelligence solutions. The future lies in the creation of centres of excellence dedicated to HPC and AI, fostering the emergence of new use cases. These technology hubs – combining expertise, infrastructure and connectivity – will provide an optimal working environment for both startups and large enterprises. The road ahead The GPU market is undergoing a profound transformation, driven by artificial intelligence. Between supply chain tensions, soaring computing demands and environmental challenges, data centres must rethink their models to support this shift. By focusing on technological innovation, energy efficiency and digital sovereignty, these infrastructures will play a key role in building a sustainable and high-performing AI ecosystem. The challenge is clear: without data centres, there is no AI.

Relo Metrics Accelerates AI-Powered Sponsorship Analytics for Sports & Entertainment with Computer Vision and Multi-Modal AI Powered by NVIDIA
Relo Metrics Accelerates AI-Powered Sponsorship Analytics for Sports & Entertainment with Computer Vision and Multi-Modal AI Powered by NVIDIA

Yahoo

time27-03-2025

  • Business
  • Yahoo

Relo Metrics Accelerates AI-Powered Sponsorship Analytics for Sports & Entertainment with Computer Vision and Multi-Modal AI Powered by NVIDIA

Unveiling the Next Evolution of AI in Sports & Entertainment Marketing at NVIDIA GTC 2025 SANTA MONICA, Calif., March 18, 2025--(BUSINESS WIRE)--(GumGum Sports Inc.) Relo Metrics, a leading AI-driven sponsorship analytics platform, today announced the adoption of key NVIDIA technologies into Relo Census and Relo Edge (formerly known as Media Value Center) redefining how sponsorship impact is analyzed and optimized in sports and entertainment. Relo Census and Relo Edge will leverage the latest advancements in computer vision, AI-driven automation, and real-time analytics to accelerate AI-powered sponsorship intelligence. Allied Market Research shows sports sponsorship is projected to reach $151.4 billion by 2032. As this sector continues its rapid growth, brands, media companies, and rights holders are seeking more efficient, precise, and scalable ways to measure ROI. The collaboration between Relo Metrics and NVIDIA accelerates the deployment of AI-powered sponsorship intelligence, enabling real-time, data-driven decision-making across the sports ecosystem. With major global events on the horizon, including the 2026 FIFA World Cup, the 2028 Summer Olympics in Los Angeles, and expanding Formula 1 and UFC schedules, organizations have the tools they need to maximize the value and impact of their sponsorships. Introducing the Next Generation of AI-Powered Sponsorship Analytics At NVIDIA GTC 2025, Relo Metrics CEO, Jay Prasad will unveil how the company is leveraging NVIDIA NV-CLIP NIM microservices to track, analyze, and optimize sponsorship visibility through an advanced multi-modal AI model across various sports leagues and media environments. This will enable innovation that provides: Automated Logo Detection – Identifying and categorizing brand placements in real-time, from stadium signage to athlete apparel. AI-Driven Impact Measurement – Using deep learning models to assess brand visibility and ROI, ensuring sponsors maximize the investment value. Advanced Video Summarization & AI Agents – Moving beyond traditional dashboards, AI-powered sponsorship optimization automates insights and next-best actions. By teaming up with NVIDIA, Relo Metrics is taking its AI-powered sponsorship measurement to the next level. With the ability to train, deploy, and run AI models at scale, Relo Metrics can now process millions of sponsorship placements in real-time. This breakthrough is about transforming data into meaningful revenue insights. For brands, that means a clearer connection between sponsorship investments and their bottom line, unlocking new opportunities to maximize value. "We are in the midst of a major AI transformation in sports," said Jay Prasad, CEO of Relo Metrics. "This isn't just about improving sponsorship measurement, it's about redefining how brand value is tracked, quantified, and monetized at scale. By accelerating our patented AI-driven computer vision and sponsorship analytics with NVIDIA AI, we are unlocking unprecedented speed and efficiency in data processing, real-time valuation, and automated sponsorship asset optimization. This accelerates the time to market for advanced software and multi-modal tools, ensuring that key players in the sports and entertainment ecosystem can make more strategic decisions." To double memory capacity and throughput, and train on larger datasets more efficiently, Relo Metrics transitioned from FP32 to BF16 precision on NVIDIA H100 GPUs. H100's Transformer Engine was pivotal in further accelerating training for transformer-based models, achieving up to 6X speedup in large-scale AI training. Strategic Go-to-Market Initiative Beyond this technology, Relo is expanding AI-powered sports data analysis into new markets including: Global sports leagues and rights holders – Delivering real-time sponsor valuation, exposure tracking. Brands and agencies – Providing data-driven sponsorship measurement to refine marketing decisions. Streaming and broadcast platforms – Integrating computer vision insights to offer a more complete picture of audience engagement across media channels. Join Relo Metrics at NVIDIA GTC 2025 on March 19, where CEO, Jay Prasad will present the future of AI-powered brand intelligence and sponsorship analytics. About Relo Metrics Relo Metrics is an AI-powered sponsorship analytics company transforming how brands, teams, and agencies measure sponsorship effectiveness across live sports and entertainment. By combining computer vision, machine learning, and real-time analytics, Relo Metrics delivers precise, automated insights that drive higher ROI and better decision-making in sports sponsorships. For more information, visit View source version on Contacts Hannah Shain, VP Marketing, Relo Metrics, Season Skuro (US) / Shawn Belluigi (EMEA), Bubble Agency, relo@

Cognizant to Deploy Neuro AI Platform to Accelerate Enterprise AI Adoption in Collaboration with NVIDIA
Cognizant to Deploy Neuro AI Platform to Accelerate Enterprise AI Adoption in Collaboration with NVIDIA

Globe and Mail

time25-03-2025

  • Business
  • Globe and Mail

Cognizant to Deploy Neuro AI Platform to Accelerate Enterprise AI Adoption in Collaboration with NVIDIA

Cognizant will offer solutions across key growth areas, including enterprise AI agents, tailored industry large language models and infrastructure with NVIDIA AI. TEANECK, N.J. , March 25, 2025 /CNW/ -- Cognizant (NASDAQ: CTSH) announced advancements built on NVIDIA AI aimed at accelerating the cross-industry adoption of AI technology in five key areas: enterprise AI agents, industry-specific large language models (LLMs), digital twins for smart manufacturing, foundational infrastructure for AI, and the capabilities of Cognizant's Neuro ® AI platform to integrate NVIDIA AI technology and orchestrate across the enterprise technology stack. Cognizant is working with global clients to help them scale AI value efficiently, leveraging extensive industry experience and a comprehensive AI ecosystem comprising infrastructure, data, models, and agent development powered by proprietary platforms and accelerators. NVIDIA AI plays a key role in Cognizant's AI offerings, with active client engagements underway across industries to enable growth and business transformation. "We continue to see businesses navigating the transition from proofs of concept to larger-scale implementations of enterprise AI," said Annadurai Elango , president, Core Technologies and Insights, Cognizant. "Through our collaboration with NVIDIA, Cognizant will be building and deploying solutions that accelerate this process and scale AI value faster for clients through integration of foundational AI elements, platforms and solutions." "From models to applications, enterprise AI transformation requires full-stack software and infrastructure with access to domain-specific data," said Jay Puri , executive vice president of Worldwide Field Operations, NVIDIA. "The Cognizant Neuro AI platform is built with NVIDIA AI to deliver specialized LLMs and applications to ready businesses for the era of AI with reasoning agents and digital twins." At NVIDIA GTC 2025, Cognizant presented its intent to deliver offering updates across the following five areas: Enterprise AI agentification powered by Cognizant ® Neuro AI Multi-Agent Accelerator: Running on NVIDIA NIM ™ microservices, this framework will enable clients to rapidly build and scale multi-agent AI systems for adaptive operations, real-time decision-making and personalized customer experiences. With these frameworks clients can create and orchestrate agents using a low-code framework or use pre-built agent networks for various enterprise functions and industry-specific processes such as sales, marketing, and supply chain management. The frameworks also allow clients to easily integrate third-party agent networks and most LLMs. Building multi agents for scale: Cognizant works to enhance business operations through the use of multi-agent systems and integration with NVIDIA NIM, NVIDIA Blueprints, and NVIDIA Riva speech AI. The company will be developing a future-proof agent architecture that supports modular and adaptable agent design to meet evolving needs and the long-term viability and adaptability of AI solutions. This includes pre-built integrations with security guardrails and human oversight. This approach aims to enable enterprises to develop and deploy market-ready applications tailored to their specific needs using the pre-built agent catalog. Examples include industry agents such as insurance claims underwriting multi-agent systems, appeals and grievances multi-agent systems, automated supply chain multi-agent systems and contract management multi-agent systems. Industry LLMs: Cognizant is developing industry-oriented LLMs powered by NVIDIA NeMo and NVIDIA NIM. These solutions are tailored to meet the unique needs of different industries and build on Cognizant's deep industry expertise to drive innovation and improve business outcomes. For example, Cognizant has developed a fine-tuned language model to transform healthcare administrative processes. This system will leverage Cognizant's domain expertise and NVIDIA technology to enhance medical code extraction and support higher accuracy, reduced errors, and better compliance with HIPAA and GDPR standards. It is designed to help clients cut costs, decrease latency, improve revenue cycle management and help ensure accurate risk adjustment. In internal Cognizant benchmarking, the model has demonstrated effectiveness in reducing effort by 30-75 percent, boosting coding accuracy by 30-40 percent, and accelerating time to market by 40-45 percent. Industrial digital twins: Cognizant's smart manufacturing and digital twin offerings, accelerated by NVIDIA Omniverse ™, will aim to drive digital transformation by combining NVIDIA Omniverse's synthetic data generation, accelerated computing, and physical AI simulation technologies to address challenges in manufacturing operations and supply chain management. These capabilities will be designed to assist clients in enhancing plant layout and process simulations with real-time insights and predictive analytics, while also supporting improved operational efficiency and optimized plant capital expenditure. This offering enables integration of diverse data from applications, systems and sensors with synthetic data, allowing clients to simulate various scenarios and find solutions to issues in the plant. Additionally, by building the necessary digital infrastructure, including IT systems and skilled personnel, Cognizant's offerings can be used to create and manage digital twins for large-scale systems, such as factories, smart grids, warehouses, or entire cities, with precision and efficiency. Infrastructure for AI: Implementing AI effectively requires robust AI infrastructure and data prepared for AI. Cognizant's infrastructure for AI, accelerated by NVIDIA, will provide clients access to NVIDIA AI technology via "GPU as a Service", along with secure and managed infrastructure. This helps ensure that AI models can be run in various environments, including the cloud, data centers or at the edge. Additionally, Cognizant intends to use NVIDIA RAPIDS ™ Accelerator for Apache Spark to help clients accelerate data pipelines for AI implementations, facilitating efficient and scalable operations. In one example implementation for a large healthcare client in the U.S., use of Cognizant's infrastructure for AI resulted in a 2.7x cost efficiency improvement and a 1.8x enhancement in the performance of their Spark workloads. "As we enter the era of AI industrialization, enterprises are seeking to accelerate the value velocity of their AI investments—focusing on outsized economic impact, agentic-led workflow transformation, and industry-specific deployments," said Nitish Mittal , Partner, Everest Group. "Cognizant's deepening partnership with NVIDIA signals the right trajectory for forward-thinking enterprises aiming to unlock breakthrough value in the AI era." About Cognizant Cognizant (Nasdaq: CTSH) engineers modern businesses. We help our clients modernize technology, reimagine processes and transform experiences so they can stay ahead in our fast-changing world. Together, we're improving everyday life. See how at or @cognizant.

Hewlett Packard Enterprise introduces new enterprise AI solutions with NVIDIA
Hewlett Packard Enterprise introduces new enterprise AI solutions with NVIDIA

Zawya

time24-03-2025

  • Business
  • Zawya

Hewlett Packard Enterprise introduces new enterprise AI solutions with NVIDIA

NVIDIA AI Computing by HPE unveils new enterprise AI solutions for training, tuning and inferencing with improved performance, security and power efficiency Dubai, United Arab Emirates – NVIDIA GTC 2025 - Hewlett Packard Enterprise (NYSE: HPE) and NVIDIA today announced new enterprise AI solutions with NVIDIA from NVIDIA AI Computing by HPE that accelerates the time to value for customers deploying generative, agentic and physical AI. NVIDIA AI Computing by HPE unveils new enterprise AI solutions with enhanced performance, power efficiency, security, and new capabilities for a full-stack, turnkey private cloud for AI. These solutions support enterprises of all sizes in effectively training, tuning, or inferencing their AI models. "AI is delivering significant opportunity for enterprises, and requires a portfolio of streamlined and integrated solutions to support widespread adoption," said Antonio Neri, president and CEO, at HPE "To fully harness the power of AI, HPE and NVIDIA bring to market a comprehensive portfolio of AI solutions that accelerate the time to value for enterprises to enhance productivity and generate new revenue streams." 'AI is transforming every industry, and enterprises are racing to build AI factories to produce intelligence,' said Jensen Huang, founder and CEO, at NVIDIA. 'NVIDIA and HPE are delivering the full-stack infrastructure companies need to develop, train, and deploy AI at scale—from generative and agentic AI to robotics and digital twins. This collaboration accelerates the AI-driven transformation of business and unlocks new levels of productivity and innovation.' HPE Private Cloud AI delivers a turnkey approach for agentic data and applications HPE is expanding HPE Private Cloud AI with support for the new NVIDIA AI Data Platform. Together, HPE Private Cloud AI and the NVIDIA AI Data Platform will offer enterprises the fastest path to unlock the full value of their business data to fuel AI-driven actions. HPE Private Cloud AI offers a self-service cloud experience enabled by HPE GreenLake cloud. Building on the NVIDIA AI Data Platform, it transforms data into actionable intelligence through continuous data processing that leverages NVIDIA's accelerated computing, networking, AI software and enterprise storage—all of which exist today in HPE Private Cloud AI. Through continuous, co-development between HPE and NVIDIA, HPE Private Cloud AI is uniquely designed to deliver the fastest deployment of blueprints and models that underpin the NVIDIA AI Data Platform such as NVIDIA AI-Q Blueprints and NVIDIA NIM microservices for NVIDIA Llama Nemotron models with reasoning capabilities. Additional updates for HPE Private Cloud AI, include: New HPE Private Cloud AI developer system: A new developer system adds an instant AI development environment to the HPE Private Cloud AI portfolio. Powered by NVIDIA accelerated computing, it includes an integrated control node, end-to-end AI software and 32TB of integrated storage. Unified, seamless edge-to-cloud data access: HPE Data Fabric Software is the backbone of the HPE Private Cloud AI data lakehouse and a new unified data layer from HPE. HPE Data Fabric ensures AI models are consistently supplied with optimized, high-quality structured, unstructured and streaming data across hybrid cloud environments. Accelerated time to value with pre-validated NVIDIA Blueprints: HPE Private Cloud AI now supports rapid deployment of NVIDIA blueprints enabling instant productivity from NVIDIA's extensive library of agentic and physical AI applications. With pre-validated blueprints including the Multimodal PDF Data Extraction Blueprint and Digital Twins Blueprint, HPE Private Cloud AI simplifies complex AI workloads providing increased performance and faster time to value. New AI-native, full-stack observability through HPE OpsRamp HPE OpsRamp now offers GPU optimization capabilities that include observability of AI-native software stacks to deliver full-stack observability to manage the performance of training and inference workloads running on large NVIDIA accelerated computing clusters. The new GPU optimization capability is available through HPE Private Cloud AI and standalone for extending across large clusters. The new GPU optimization capabilities are also available as a new day 2 operational service for AI delivered by HPE. The offering combines HPE Complete Care Service with NVIDIA GPU optimization capabilities to enable IT operations to transform the way they manage, optimize and proactively troubleshoot AI workloads across hybrid deployments. New agentic AI use cases and services Deploying Zora AI™ by Deloitte with HPE Private Cloud AI: Deloitte's Zora AI™ for Finance on HPE Private Cloud AI is a new joint solution that will be available to customers worldwide. HPE will be the first customer to deploy the agentic AI platform that reimagines static executive reporting to become a dynamic, on-demand and interactive experience. The specific use cases include financial statement analysis, scenario modeling, and competitive and market analysis. CrewAI joins the Unleash AI program to deliver multi-agent automation: CrewAI empowers enterprises to rapidly build agentic AI solutions to drive efficiency, adaptability, and smarter decision-making across teams. Combined with HPE Private Cloud AI, the solution can securely deploy, and scale agent-driven automations tailored for specific business needs. HPE adds professional services for agentic AI: New services can identify, build and deploy agentic AI models across a variety of business processes to enhance the speed to business value by leveraging NVIDIA NIM microservices and NVIDIA NeMo, both part of the NVIDIA AI Enterprise software platform, with HPE Private Cloud AI. New HPE AI servers with NVIDIA Blackwell Ultra and Blackwell Architecture NVIDIA AI Computing by HPE delivers the latest AI servers to support the full range of AI model training, fine-tuning, and inferencing with the NVIDIA Blackwell Ultra and NVIDIA Blackwell platforms. Each of these AI servers can be deployed with NVIDIA accelerated computing, networking and NVIDIA AI Enterprise software to ensure optimal performance, efficiency, reliability, and scalability for the next era of AI. NVIDIA GB300 NVL72 by HPE will support service providers and cutting-edge enterprises to deploy large, complex AI clusters capable of training trillion parameter models - together with HPE liquid cooling expertise. NVIDIA GB300 NVL72 offers breakthrough performance with optimized compute, increased memory, and high-performance networking for AI reasoning, agentic AI, and video inference applications. HPE ProLiant Compute XD servers will support the new NVIDIA HGX B300 platform for customers looking to train, fine-tune and run large AI models for the most complex workloads, including agentic AI and test-time reasoning inference. HPE ProLiant Compute DL384b Gen12 with the NVIDIA GB200 Grace Blackwell NVL4 Superchip provides customers with revolutionary performance for converged HPC and AI workloads including scientific computing, graph neural network (GNN) training, and AI inference applications. HPE ProLiant Compute DL380a Gen12 with the new NVIDIA RTX™ PRO 6000 Blackwell Server Edition is a PCIe-based data center solution that delivers breakthrough performance for a wide range of enterprise AI inferencing and visual computing workloads. Full Lifecycle Security in the new HPE ProLiant Gen12 servers HPE iLO safeguards every phase of the server lifecycle with industry-leading silicon root of trust. The latest HPE ProLiant Compute Gen12 portfolio sets a new standard for enterprise security with an enhanced and dedicated security processor called secure enclave that establishes an unbreakable chain of trust to protect against firmware attacks and creates full line-of-sight from the factory and throughout HPE's trusted supply chain. HPE iLO 7 delivers the first server with post-quantum cryptography that meets the requirements for FIPS 140-3 Level 3 certification, a high-level cryptographic security standard. Modular and power efficient data centers for AI Five Decades of Liquid Cooling Expertise: For five decades and counting, HPE has been helping customers to address the escalating power requirements and data center density dynamics from data intensive workloads like AI to HPC. HPE has a long history of designing, building and managing complex liquid-cooled environments. This expertise has delivered eight of the top 15 supercomputers on the Green500 list, which ranks the world's most energy-efficient supercomputers in the world. Modular, performance-optimized data center for AI and HPC workloads: HPE Data Center Services - AI Mod POD is a modular, performance-optimized data center for AI and HPC workloads, which can include NVIDIA accelerated compute. This modular and cost-effective data center supports up to 1.5MW per module and can be delivered with speed to drastically reduce time to market. HPE's AI Mod POD supports HPE's AI and HPC servers and HPE Private Cloud AI. It offers HPE's patented Adaptive Cascade Cooling technology which offers a single hybrid system that supports air and 100% and hybrid liquid cooling to address the energy demands from data intensive workloads. Availability HPE Private Cloud AI developer system is expected to be generally available in the second quarter of 2025. HPE Data Fabric within HPE Private Cloud AI is expected to be generally available in the third quarter of 2025. NVIDIA GB300 NVL72 by HPE and HPE ProLiant Compute XD with NVIDIA HGX B300 are expected to be available in the second half of 2025. HPE ProLiant Compute DL384b Gen12 with NVIDIA GB200 NVL4 is expected to be generally available in the fourth quarter of 2025. HPE ProLiant Compute DL380a Gen12 with NVIDIA RTX™ PRO 6000 Blackwell Server Edition is expected to be generally available in the third quarter of 2025. Support for additional pre-validated NVIDIA Blueprints including the Multimodal PDF Data Extraction Blueprint and Digital Twins Blueprint is expected to be generally available in the second quarter of 2025. HPE OpsRamp GPU optimization and AI Mod POD are available today. About Hewlett Packard Enterprise Hewlett Packard Enterprise (NYSE: HPE) is a global technology leader focused on developing intelligent solutions that allow customers to capture, analyze, and act upon data seamlessly. The company innovates across networking, hybrid cloud, and AI to help customers develop new business models, engage in new ways, and increase operational performance. For more information, visit: Media Contacts: Ronak Thakkar, Associate Director, FleishmanHillard

Nvidia CEO Huang says tariff impact not meaningful near-term
Nvidia CEO Huang says tariff impact not meaningful near-term

Yahoo

time21-03-2025

  • Business
  • Yahoo

Nvidia CEO Huang says tariff impact not meaningful near-term

Speaking with Jim Cramer on CNBC's 'Squawk on the Street,' Nvidia (NVDA) CEO Jensen Huang said that, 'We've got a lot of AI to build. AI is the foundation, the operating system of every industry going forward… We are enthusiastic about building in America. Partners are working with us to bring manufacturing here. In the near-term, the impact of tariffs won't be meaningful.' Easily identify stocks' risks and opportunities. Discover stocks' market position with detailed competitor analyses. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See Insiders' Hot Stocks on TipRanks >> Read More on NVDA: Questions or Comments about the article? Write to editor@ Nvidia, Musk's xAI Join Forces with Microsoft to Power AI Infrastructure Expansion Global Mofy Metaverse to attend NVIDIA GTC 2025 Supermicro announces new optimized storage server Notable open interest changes for March 19th Nvidia's Promising Future: Advancements in AI and Data Center Growth Justify Buy Rating Sign in to access your portfolio

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