TD Cowen: Generative AI Driving Record Growth for Data Center Industry
by Doug Black from High-Performance Computing News Analysis | insideHPC on (#6D87K)
The generative AI phenomenon has spurred growth in many sectors of the tech industry (just ask NVIDIA), including and spectacularly the data center sector. According to a report released today by investment bank and analyst firm TD Cowen, approximately 2.1GW of data center leases have been signed in that last 90 days. Putting that number [...]
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