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Some U.S. REITs will benefit from data centre demand: portfolio manager

AI-Driven Data Surge Challenges Infrastructure Limits

AI s rapid growth is driving an "absurd" demand for data centers, highlighting the need for significant investments in infrastructure and power grid upgrades.

AI Demand For Data Centers Is "Absurd" As The Next Trade Unfolds

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

AI Demand for Data Centers Vastly Underestimated, CoreWeave Says

(Bloomberg) The world is “grossly” underestimating how much the demand for artificial intelligence is going to expand the global market for data centers over the next five years, according to the co-founder of the cloud-computing unicorn CoreWeave. Most Read from BloombergTexas Toll Road Takeover to Cost Taxpayers at Least $1.7 BillionS&P 500 Falls 1% as Oil Jump Spurs Flight to Bonds: Markets WrapApple Explores Home Robotics as Potential ‘Next Big Thing’ After Car FizzlesBiden Tells Netanyah

"Absurd" AI Power Demand To Cause Power Grid Stress, Claims CoreWeave

CoreWeave says that the underestimated AI power demand of AI will eventually cause stress on the power grid.