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Re: dude abides post# 197138

Thursday, 07/25/2024 11:08:29 AM

Thursday, July 25, 2024 11:08:29 AM

Post# of 197308
CONCLUSION: This is an arms race and non of the hyper scalers want to let the others get ahead.
You still want to have the AI infrastructure and at the same time be the lowest cost supplier. The narrative is starting to emphasize the huge AI power consumption requirements and the potentially up to 80% powerconsumption reduction opportunity using e/o polymer based transceivers at less than 1V ..,
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