MojoTrick
@MojoTricks
Curating the latest in AI, semiconductors, EVs & global tech breakthroughs | Not affiliated with any brand
参加 January 2022
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AI Power TAM is set to explode from ~$5B in 2024 to $91B by 2030E.
GPU + ASIC power infrastructure spend, per UBS.
The growth curve is steep.
