Small Cap Snipa
@SmallCapSnipa
Stock market research. AI / data centers / power infra / cloud compute. NFA
加入 February 2021
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J.P. Morgan’s BTM research report projects a 57 GW shortage from data center demand in 2030
Since 2023, 5-year forecasts for utility-grid load growth have increased ~7x from 24 GW to 166 GW
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