Commented onMorgan Stanley: AI Chip Surge Tests Power Grids, HBM, and CoWoS Capacity Limits by 20279小时前
38GW power demand by 2027 sounds huge for AI chips, feeling like a real hurdle now.
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NewsMorgan Stanley: AI Chip Surge Tests Power Grids, HBM, and CoWoS Capacity Limits by 2027
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