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𝓌𝒾𝓉𝒽 𝒻𝒾𝓃𝑒𝓈𝓈𝑒
📺 @NBAonPrime
Some finesse from the ON semi CEO here
He didn't state that power consumption of racks is also increasing from 120kW to 600kW+
The actual growth is somewhere between 1.5x-2x power semis content per MW of compute, due to transition to 800 HVDC
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"Power semi content will 10x with the move to 800V racks. Lots of power semi content outside the rack with solid state transformers" - ON CEO
We did the last review of this space in Feb, link below. Will update in the coming weeks as the outlook continues to get better
$ON $IFX $WOLF $MPWR
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with finesse 😮💨
📺 @NBAonPrime
“She tryna finesse Polymarket for bread” ~ Drake
"Akademiks explains how Anthony
Edward's finessed only having to pay $3k a month as opposed to the original $20k/
month request; GOAT"👀🤯💀‼️
shorty keep askin' the date
she tryna finesse dogebox1 for bread
