Story thread · 4 reports / 4 sources

AI Data Center Boom Pushes U.S. Power Equipment to the Breaking Point

oilprice.com · 11dShare

Big Tech is betting trillions of dollars on artificial intelligence, with a lot of that to be spent on building the data centers that would power large language models. Stock markets are reflecting this in Big Tech stocks, but that’s not the only industry riding the artificial intelligence wave. Because that wave runs on electricity and the equipment that brings it from generator to consumer. There have been reports about a chip shortage caused by the AI rush, and higher compute prices overall resulting from AI-related demand growth in electronics.…

First report: Not just Nvidia: these power and cooling firms are riding the trillion-dollar data centre boom — reuters.com, 13d