Recent #Datacentre news in the semiconductor industry

6 months ago
➀ Nvidia reported a 97% revenue growth year-over-year in its Q3 fiscal year, exceeding expectations; ➁ The datacentre business saw a significant 112% increase in revenue; ➂ Despite strong performance, Nvidia's shares fell after the announcement due to investor concerns and slowing revenue growth.
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7 months ago
➀ Gartner predicts datacentres will require 160% more electricity within two years due to AI demands, with power for AI-optimised servers expected to reach 500 terawatt-hours per year by 2027; ➁ By 2027, 40% of datacentres will be constrained by power shortages, and the growth of new AI datacentres will slow down; ➂ Long-term solutions include new battery storage technologies and clean power sources like small nuclear reactors.
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