5 takes tagged with this topic.
AI data centers are gobbling up the world's memory supply. And your business is going to feel it.
GPU spot prices for NVIDIA's latest chips (B200) just surged 114% in the last six weeks. Most people assume AI infrastructure costs are falling.
Everyone is counting on AI tokens getting cheaper. That assumption depends on infrastructure that isn't being built on schedule.
McKinsey projects global data center capacity will nearly triple by 2030. AI workloads alone grow 3.
Whatever happened to under-promise and over-deliver? 241 gigawatts of data center capacity announced.
