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One of the study’s most important conclusions was that “Data centre electricity consumption is set to more than double to ...
TSS Inc. is experiencing rapid growth due to its strong partnership with Dell, driving a 172% revenue increase in 2024 and ...
At GTC 2025, Nvidia CEO Jensen Huang projected $1 trillion in global data center CapEx by 2028. At this pace, data center ...
Sixty data centers in Northern Virginia using 1,500MW of power dropped off the grid simultaneously last summer, forcing the network operators to take drastic action to avoid widespread blackouts in ...
Despite efficiency gains, Bloomberg Intelligence analysis indicates US data center power demand may climb 20-40% in 2025 and ...
In the DGX GB300 NVL72, the number denoted the 72 GPUs in the rack. From Rubin on, it will instead show the number of reticle ...
Nvidia's stock has dropped 23% to $94/share since my latest article. Read why I maintain my strong sell rating on NVDA.