X @Ansem

AI Infrastructure Challenges - Power is identified as the primary constraint for AI development currently [1] - Cooling technologies are undergoing significant advancements to accommodate increasing GPU Thermal Design Power (TDP) and Megawatt-class racks [1] - Shortages are occurring in Printed Circuit Board (PCB) manufacturing for GPUs/ASICs [1] - Optical technology is rapidly expanding to support the transition from 100 Megawatt (MW) to over 1 Gigawatt (GW) data centers [1] - Storage and memory demands are surging due to AI inference and video/image generation [1]