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...


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