Many key details of the $20B plan, like the full impact on electricity supply and the amount of tax revenue PA will forfeit, are still unknown.| Spotlight PA
Data center power demand is forecast to surge over the next decade, with some estimates seeing demand increasing 3x by 2030. Inference is expected to be a primary driver with power demand growth projected at a 122% CAGR through 2028 as providers work to serve billions of requests and process hundreds of trillions of tokens. Combined with a 5x increase in GPU power consumption over the next two to three years with Nvidia’s Rubin Ultra, power is quickly becoming a major bottleneck for the ind...| IO Fund