MojoTrick(@MojoTricks):AI data centers are about to explode 📈 Bottom-up analysis shows ~212GW of incremental capacity needed from 2026–2030. Annual deployment: • 2025: 13.0 GW • 2030E: 55.7 GW Nvidia still dominates, but AMD, Google TPU, AWS Trainium, Microsoft Maia, Meta MTIA & OpenAI are all scaling fast.

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参加 January 2022

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MojoTrick@MojoTricks

2026.10.19 05:38

AI data centers are about to explode 📈 Bottom-up analysis shows ~212GW of incremental capacity needed from 2026–2030. Annual deployment: • 2025: 13.0 GW • 2030E: 55.7 GW Nvidia still dominates, but AMD, Google TPU, AWS Trainium, Microsoft Maia, Meta MTIA & OpenAI are all scaling fast.