Data center energy demand is expected to continue to grow at a brisk pace due to increased usage of AI 🤖
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Source: zerohedge
Its quarterly operating profit surged, powered by booming AI memory demand and higher DRAM prices. Analysts still expect memory shortages to persist through 2027. Yet the stock fell. Why? Because in today's market, good isn't good enough when perfection is already priced in. This marks an important shift. The first phase of the AI boom was driven by the obvious bottlenecks: semiconductors, memory, and AI infrastructure. Capital poured into the same names. Nvidia led. The semiconductor index soared. Now those trades are crowded. The fundamentals remain strong, but investors are asking a different question: Can earnings keep exceeding already sky-high expectations? AI isn't over. But the easy money from owning the obvious AI winners may be. Source: Bloomberg, James E. Thorne @DrJStrategy
Today Deep Seek and other AI open source Chinese AI has overtaken the US and now control about 52% of the market. Why? Because Chinese AI is much cheaper. Source: QE Infinity

