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Rédaction 6 octobre 2026 Intelligence LuDernière lecture AI’s Power Bill Is Becoming a Tech Industry Story The next phase of the AI boom will be measured not only in chips and models, but in electricity, grid capacity and the pace at which data-centre demand can be served. #AI#DataCenters#Energy

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Rédaction 6 octobre 2026 Intelligence LuDernière lecture NVIDIA’s Record Quarter Deepens the AI Infrastructure Bet NVIDIA reported $96.2 billion in second-quarter fiscal 2027 revenue, including $89 billion from data centres. The scale is striking; the investment question is how durable the demand and margins will be. #AI#Semiconductors#Stocks

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