Forget about AI GPU scarcity: data center operators may have to wait a whopping three years to get key component — and this may be killing off competition by driving smaller operators out

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The GenAI GPU scarcity has already sparked a surge in demand, increased costs, and reduced availability.

However, another pressing issue is looming: data centers are running out of space and power.

However, the demand is expected to continue, and new data centers are 3.5 years out.

The global GenAI energy demand presents both opportunities and challenges.

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