尚未出现拐点:近乎指数级的数据中心繁荣向工业经济传导冲击波,建筑业遭受第二波通胀冲击
· 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...