U.S. AI boom hits power bottleneck, unlocking billion-dollar openings for Taiwan suppliers

Digitimes
By Willis KeNov 1, 2025, 6:55 am228 ptsTop
The global AI race enters a new phase in 2025, shifting focus from advanced cloud algorithms and high-performance computing chips to the coldest yet most critical physical constraint: electricity. Analysis firm Goldman Sachs highlights that power provision is fast becoming the "physical limit" for AI…

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