No Inflection Point Yet: Near-Exponential Data Center Boom Sends Shockwaves to Industrial Economy, Construction Hit by 2nd Wave of Inflation
· wolfstreet.com
No Inflection Point Yet: Near-Exponential Data Center Boom Sends Shockwaves to Industrial Economy, Construction Hit by 2nd Wave of Inflation
They all spiked: Construction of data centers and power plants; orders for equipment at US manufacturers; and inflation in construction.
Data center constructi...