Powering AI requires solutions across the entire power chain. ⚡
In the latest #InfrastructureForward# video, Chris Butler follows the power path from grid to rack to chip — and explains why the system needs to be designed as a whole.
▶️ Watch:
A CPU used to draw ~150 watts. Today's GPUs can push 3,000. ⚡
That's a 20x increase in power demand at the chip.
Flex's Chris Butler explains why meeting it means rethinking power delivery from the utility entrance to the chip.
▶️ Watch:
#InfrastructureForward#
$STRL reported Q3 revenue of $1.56B, up 126% YoY, with adjusted EPS of $7.58 beating consensus by $1.45. $XLI
The company also issued full-year guidance:
Revenue = near ~$4.7B
Adjusted EBITDA = up to $981M
Sterling Infrastructure:
Forward PEG ratio = 0.46
Return on equity = 40%
Seeking Alpha Quant Rating for Sterling Infrastructure: Hold.
Is a 0.46 PEG too cheap for a business growing 126%?