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子墨 (
Zǐmò )
🚨 Is the storage rally getting too hot?
I was wondering why storage has been looking so weak lately, even with $MU and $SKHY holding up.
Morgan Stanley estimates the US could face a 34% data-center power shortfall by 2028, around 32GW.
And interestingly, $NVDA and $AVGO barely seem affected.
If power constraints start delaying AI data-center projects, the first things likely to get pushed back could be storage, optical modules, and power-management components.
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