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Cloud giants are drastically expanding Capex for AI infrastructure, driving explosive demand for GPU/ASIC racks. However, immense computing demand faces structural component shortages. Meanwhile, OEMs...
AI servers and chips up; GPU and in‑house ASIC advance. Liquid cooling grows; storage favors higher capacity.
According to TrendForce, NVIDIA's data center revenue grew by 73% year-over-year in FY1Q26, driven by the gradual ramp-up of the new Blackwell GPU platform. After 2Q25, NVIDIA is expected...
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