Robuta

https://www.nextplatform.com/2025/08/27/nvidia-sets-the-datacenter-growth-bar-very-high-as-compute-sales-dip/ Nvidia Sets The Datacenter Growth Bar Very High As Compute Sales Dip Sep 5, 2025 - The expectations for GenAI are unreasonably high and the pressure on Nvidia is tectonic. As we listened to the call with Wall Street going over the nvidia setsdatacenter growth https://www.theregister.com/2026/01/14/datacenter_expansion_power_limit/ Power shortages threaten to cap datacenter growth • The Register Jan 14, 2026 - : Grid and generation capacity are not being added fast enough to support the scale of growth many forecasts assume power shortagesthreatencap