It didn’t say anything about companies in the “server supply chain” being happy. It also said……well not much really. Nothing that could support the title.
Big Tech giants such as Microsoft, Alphabet, Amazon and Meta have regularly extolled AI’s benefits, pledging to invest $300bn this year alone to develop the infrastructure around large language models.
Freeport-McMoran, which has a stockpile of copper, stated that “data centres and artificial intelligence developments” would support the metal’s price. The company also said the technology can help with material characterisation and mineral extraction.
Equipment manufacturer Caterpillar reported that its energy business was benefiting from supporting “data centre growth related to cloud computing and generative artificial intelligence”.
It didn’t say anything about companies in the “server supply chain” being happy. It also said……well not much really. Nothing that could support the title.
Are you talking about this line?