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"Looking at the past twelve months, we secured $34 billion in AI-focused server orders during the fourth quarter, bringing the annual total to $64 billion, and we concluded the year with an order backlog of $43 billion," Kennedy stated. Revenue from AI servers in the fourth quarter alone skyrocketed by 342%, reaching $9 billion. "What's particularly thrilling is that our pipeline of potential business over the next five quarters is at an unprecedented peak.",详情可参考whatsit管理whatsapp网页版
(图表:康师傅饮品与方便面业务营收及增速对比)
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"The AI transformation created the perfect timing for this concept, as AI facilities suddenly face electricity shortages," Sivaram noted. "Previously, data centers easily obtained power, representing under 5% of grid consumption. Currently, they're progressing toward consuming a quarter of U.S. electricity within ten years."
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