AI's surge is fueling tremendous demand for GPUs, leading to over $30 billion in Nvidia's revenue in Q2 2023, but datacenters are critically needed for storage.
Without sufficient datacenter capacity, the booming AI sector risks stagnation; consequently, substantial investments are being funneled into datacenter operations to support GPU deployment.
With GPUs selliing for 30 to 40 thousand dollars, datacenter operators utilize these assets as collateral to secure large loans essential for acquiring cutting-edge technology.
The datacenter landscape is transforming rapidly, with notable funding rounds like CyrusOne's $7.9 billion and CoreWeave's $8.6 billion total in recent months illustrating market momentum.
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