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330 Kilovolts For AI: This Is No Longer About Chips

中文摘要

AI基础设施需求正从芯片转向电力,重点转向高压连接、电缆及铜材。

English Summary

AI infrastructure focus is shifting from chips to power grids, highlighting the demand for high-voltage connections and copper.

Original Excerpt

When a data center asks for a high-voltage connection, the market suddenly remembers cables, substations and copper. Continue reading on Medium »