Recent #Green Energy news in the semiconductor industry

2 months ago

➀ China's AI data center expansion in 2023-2024 has led to significant underutilization of billions of dollars in infrastructure;

➁ Rushed projects resulted in poor planning and technical irrelevance;

➂ Market shift towards inference workloads has reduced demand for high-end GPUs, leading to a decrease in rental prices.

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6 months ago
1. Lithium Americas (LAC) is an early-stage lithium producer with a promising asset in Nevada, set to benefit from the projected lithium supply gap over the next two decades. 2. Despite current oversupply issues, LAC's Thacker Pass project is well-funded and on track to begin production by 2027, with significant revenue potential. 3. LAC's partnership with General Motors and federal support de-risks the project, making the stock undervalued with a potential 5x upside.
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