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copper
小熊跑的快· 2026-01-16 14:56
Group 1 - Nvidia has quietly revised its previous forecast for copper usage in data centers, reducing the amount of copper busbars per gigawatt from 500,000 tons to 200 tons [1] - This revision may indicate that prior expectations for copper consumption in data centers were significantly overstated [1] - Copper prices have retreated from historical highs, with a decline of up to 2% [1]