All stories tagged foundry capacity on The Silicon Valley News.
Rapid expansion of AI datacenter projects across the United States is projected to outpace the available supply of advanced chips, primarily due to constraints in advanced packaging capacity, potentially capping deployment at 20-25 gigawatts by 2027.
Desktop add-in-board shipments reached a four-year peak in Q2, with Nvidia capturing a dominant 90% market share, highlighting a consolidating GPU landscape and shifting supply-demand dynamics amidst rising prices.
A staggering $32 trillion is projected for global AI data center investments by 2050, signaling an unprecedented infrastructure build-out that will redefine demand for advanced silicon, power grids, and cooling technologies, far exceeding prior industrial revolutions.