US data center policy clouds AI capacity outlook, MetaAge says
Global AI data center construction continues to drive demand for GPUs, memory, and other critical hardware, but tight computing capacity, rising material costs, and longer lead times are complicating large-scale AI project delivery. MetaAge general manager Jason Shih said the imbalance between global AI hardware supply and demand will be difficult to resolve in the short term, even as enterprise AI investment continues and demand is expected to grow through 2027.
Read original article ↗
Related Articles
MetaX-UBTech robot chip venture Xilect raises CNY500 million to take on Nvidia Thor
Xilect, a robot-chip venture set up by Chinese GPU designer MetaX and humanoid robot maker UBTech Robotics, has complete
The OpenAI board member who fired Sam Altman says we still can’t trust AI CEOs
Today, I’m talking with Helen Toner, the executive director of the Center for Security and Emerging Technology at George