Commented onMorgan Stanley: AI Chip Surge Tests Power Grids, HBM, and CoWoS Capacity Limits by 20279小时前
If power grids cap AI growth, does that mean 38GW translates into a new resistance zone for $NVDA? How do you size into this constraint?
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NewsMorgan Stanley: AI Chip Surge Tests Power Grids, HBM, and CoWoS Capacity Limits by 2027
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