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President Trump has continued proposing high tariffs on imported semiconductors in an effort to compel foreign chipmakers to localize production on U.S. soil.
In the fight for dominance in AI infrastructure, big tech companies are announcing Capex bigger than the GDP of most smaller countries, with a pivot toward AI infrastructure that includes job cuts in the tens-of-thousands.
In a recent RCRTech Rack-to-RAN episode with JLL’s Sean Farney, vice president, Data Center Strategy, there was compelling discussion about “power, speed, and scale” in the data center industry. With a general CAGR of 20% for the data center space, “demand is through the roof,” and the demand for AI …
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