Mizuho: Modular Data Centers to Power AI Growth, Favoring Dell, Nvidia, and Key IT Players

GuruFocus.com12-13

According to analysts at Mizuho Securities, modular data centers expanding to satisfy the growing power needs of generative artificial intelligence might benefit Dell Technologies (NYSE:DELL), Nvidia ...

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The growing need for AI infrastructure could hasten the acceptance of modular data centers, which provide scalable and effective means of supporting AI implementations.GuruFocus has detected 4 Warning Signs with NVDA.The analysts added that beneficiaries of this trend include Dell, Nvidia, Broadcom , Credo Technologies , and Micron Technology . 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The growing need for AI infrastructure could hasten the acceptance of modular data centers, which provide scalable and effective means of supporting AI implementations.\n\nWarning! GuruFocus has detected 4 Warning Signs with NVDA.\n\nThe analysts added that beneficiaries of this trend include Dell, Nvidia, Broadcom (NASDAQ:AVGO), Credo Technologies (NASDAQ:CRDO), and Micron Technology (NASDAQ:MU). As businesses commit significantly in the field, modular data centers are projected to be essential in meeting the power needs of artificial intelligence and high-performance computing workloads.\nRising as a major theme in the tech industry, generative artificial intelligence is driving more attention on infrastructure needs to sustain its expansion and power requirements. \nThis article first appeared on \nGuruFocus.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2491334759"}