EnergyCents- Ep 141: Data demand: US power sector responds to AI-driven growth
EnergyCents
Data Center Development Strategies in China and the US
An analysis of data center development strategies in China and the US, examining the impact of policies on major tech companies like Baidu, Tencent, Alibaba, Microsoft, Amazon, and Google. The chapter also explores the investment cycle in AI technologies, potential market bubbles, and evolving power sector dynamics for data centers.
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