Cool Vector
Inside the 'Winner Take Most' Hyperscaler Battle
23:40
GPUs versus TPUs, depreciating GPUs and data centers that may never be built - Cool Vector experts take you inside the issues causing the most uncertainty in the global data center market.
A year ago, TD Cowan's Michael Elias roiled the data center world when he reported Microsoft was pulling back from some of its projects. Today, a "winner take most" urgency continues to drive the market, but…