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Can't tell you where but I watched a company presentation today...

  1. Propunter2
    4,586 Posts.
    lightbulb Created with Sketch. 3178
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    17/09/24
    20:45
    Post #: 75715806
    Can't tell you where but I watched a company presentation today which showed Data Centre demand not in terms of Terabytes but measured in terms of power demand.
    2024 30GW
    2030 80GW
    This was conservative & also showed a CAGR of 18%+

    All good but what are the raw material inputs which will need to ramp as a result.
    TVN Price at posting: 4.6¢ Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 6  Upvote
    lightbulb Created with Sketch.  Great analysis
    Stroke 3 Created with Sketch. Comments Created with Sketch. Reply

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