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And what of the natural resources sustaining all of this? This conglomerate of data centers, gpus and other chips will surely have to push manufacturers to the
by seawsurf 9mo ago
And what of the natural resources sustaining all of this? This conglomerate of data centers, gpus and other chips will surely have to push manufacturers to the maximum in other industries. I don't think sustainable energy, recycling and carbon credits will be enough to cover for it.
- YmiYugy 9mo agoASML doesn't quite do overnight orders for lithography machines. There is limited construction capacity to build new data centers. Expanding power generation and grid capacity is also a whole can of worms. My point is just that tech CEOs keep saying "build more fabs" and TSMC saying "we worry about long term demand" and the CEOs replying along the lines of "AI is so big you couldn't possibly have too much capacity" rather than going "here is a contract to guarantee we'll buy your capacity".
- seawsurf 9mo ago> ASML doesn't quite do overnight orders for lithography machines. I was not even aware of that, thanks for clarifying. I need to read on this. Ultimately, I think there is a disconnection with reality between these CEOs and major fabrics such as TSMC.