Not just Nvidia: three companies that will benefit from the AI boom.
The artificial intelligence race is moving to a new level. Now it is not enough to produce powerful chips - we need to build data centers for them as quickly as possible, provide electricity and solve the cooling problem.
Nvidia offers to radically speed up this process: assemble artificial intelligence data centers from ready-made modules, and reduce the equipment deployment time from six months to 14 days.
For whom will this infrastructure boom be a new investment opportunity? Why not only chip manufacturers may benefit and what can hinder the growth of these companies - in a column by Yaroslav Kabakov, Finam Financial Group's Strategy Director, for RBC Investments.
Modular data centers: who will benefit from the new AI infrastructure race.