المنشور
子墨 (
Zǐmò )
🚨 Is the storage rally getting too hot?
I was wondering why storage has been looking so weak lately, even with $MU and $SKHY holding up.
Morgan Stanley estimates the US could face a 34% data-center power shortfall by 2028, around 32GW.
And interestingly, $NVDA and $AVGO barely seem affected.
If power constraints start delaying AI data-center projects, the first things likely to get pushed back could be storage, optical modules, and power-management components.
#DailyOrbit
إخلاء المسؤولية: يُقدَّم محتوى OKX Orbit لأغراض إرشادية فقط. اعرف المزيد
الردود
لا تعليقات حتى الآن. كُن أول من يرد!
العملات الرقمية الرائجة
BTC/USDTBitcoin
$80,880.5-0.01%
ETH/USDTEthereum
$2,357.03-0.03%
OKB/USDTOKB
$115.89-0.06%
الموضوعات الرائجة في السوق اليوم
1#USCPI3.7%PPIInFocus
2#TSMCQ3RecordProfit
الأكثر تداولاً
3#NetflixQ3AdsAndMargins