Forget about AI GPU scarcity: data center operators may have to wait a whopping three years to get key component — and this may be killing off competition by driving smaller operators out

Forget about AI GPU scarcity: data center operators may have to wait a whopping three years to get key component — and this may be killing off competition by driving smaller operators out
The GenAI GPU scarcity has already sparked a surge in demand, increased costs, and reduced availability. However, another pressing issue is looming: data centers are running out of space and power. This is particularly problematic for small companies providing high-performance... Read more