AI data center builders and power suppliers are down a median 23% since Oct 6, versus 5% for Big Tech, even as transformer supply runs about 15% short. GE Verno...
AI data center builders and power suppliers are down a median 23% since Oct 6, versus 5% for Big Tech, even as transformer supply runs about 15% short. GE Vernova, Quanta and Eaton all report within a week. #AI#DataCenters#Power
