Watch Desk posted an update
Delta Electronics expects strong growth in AI data-centre demand for years to come, according to vice-president Kelvin Huang in a Bloomberg Tech Asia interview.
Why it mattersIt is a bullish outlook from a company executive, not a measured forecast with figures attached. Still, it is a useful signal from the infrastructure side of the AI boom: how long do suppliers think the build-out has to run?
Discuss: Should suppliers’ bullish forecasts shape expectations for the AI build-out, or do they need to show firm orders before we take them seriously?
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