Infineon: The Quiet Winner in the AI Investment Frenzy!
Reading Time: 3 minutes
AI is becoming the largest technological growth driver of the coming decade. By 2030, spending on AI infrastructure could rise to up to $4 trillion USD. OpenAI, Oracle, NVIDIA, and AMD are planning gigantic data centers, with $500 billion alone flowing into the Stargate project. Meta plans to build data centers nearly as large as Manhattan. AI models with thousands of GPUs consume enormous amounts of energy – and this is where one of the most lucrative, yet still underappreciated markets emerges: the power supply for these digital factories. ...
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