AI data centers could soon become a scourge for the energy industry
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Google Axion is an Arm-based CPU designed for data centers
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AI Demand For Data Centers Is "Absurd" As The Next Trade Unfolds
AI Demand For Data Centers Is "Absurd" As The Next Trade Unfolds We presented the trade idea that a surge in artificial intelligence demand is sparking the need for significant upgrades to the nation's decades-old power grid as new data warehouses come online. Several of the nation's power grids face increasing power brownout/blackout risks during high-demand periods. This overview we provided premium subscribers was published in a Wednesday note titled "The Next AI Trade." ...