Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” third-quarter 2025 investor ...
Investment firm Morgan Stanley held a meeting with Nvidia (NVDA) management and there were several takeaways, including that ...
The McKinsey report, titled “Scaling bigger, faster, cheaper data centers with smarter designs,” provides the foundation for these bullish projections. It shows total data center capacity demand, ...
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$6.2 Trillion Opportunity For Nvidia - McKinsey Quantifies 3.5x Surge In AI Data Center Demand
A new analysis by McKinsey & Company projects a massive 3.5-fold increase in the global demand for AI-specific data center capacity by 2030, potentially creating a multi-trillion-dollar market ...
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