semiconductor analysis
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Apr 4, 2024 by Brad Gerstner · across every show →
Everything said about semiconductor analysis, oldest first
Apr 4, 2024 bullish
Gerstner: US Data Center Power Consumption Projected to Reach 18% by 2030
“And here's a forecast I think coming out of semiconductor analysis, it's similar to a lot of the other ones, and it has data centers as a percentage of US power generation going from something like four percent today to something like, you know 18, 19% in 2030…”