If the Generative AI growth continues, then physical real estate and power usage will be top priorities.
The data center shortage means hyperscalers want as much performance as possible per server (and ideally the best performance/watt because cooling is also a concern). This why AMD has double the ASP of Intel in the server market.
The data center shortage means hyperscalers want as much performance as possible per server (and ideally the best performance/watt because cooling is also a concern). This why AMD has double the ASP of Intel in the server market.