SemiAnalysis Warns of Data Center Overcapacity Risk by 2028, Current GPU Supply Outpaces Power Availability
According to BlockBeats, on October 22, SemiAnalysis data center and energy research head Jeremie Ontiveros stated that chip supply currently exceeds demand while power infrastructure remains the bottleneck for data centers. Ontiveros cautioned that supply dynamics could reverse by 2028, when data c
GateNews·10-22 14:21
