#supply-chain-constraints

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#datacenter-capex #ai-infrastructure #power-density #ai-valuation-risk #equity-markets
Silicon Valley
fromTheregister
4 days ago

Omdia expects datacenter capex to hit $1.6T by 2030

Datacenter capital expenditure will grow 17 percent annually to $1.6 trillion by 2030, driven by AI infrastructure demand, higher power density, and component shortages.
fromIT Pro
2 months ago

Is an 'AI' bubble about to pop?

On a number of measures, equity market valuations appear stretched, particularly for technology companies focused on Artificial Intelligence, it said. This, when combined with increasing concentration within market indices, leaves equity markets particularly exposed should expectations around the impact of AI become less optimistic.
UK news
Alternative transportation
fromSustainable Bus
3 months ago

"The coach market already offers a viable business case for electrification". Take Barbaros Oktay's word for it - Sustainable Bus

MAN Truck & Bus faces production and supply-chain challenges but strong demand; launching an electric coach first and relying on subsidies and frameworks for electrification.
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