Semiconductors are essentially useless without the raw power required to cool and operate them. As chip architects push the physical boundaries of modern processing, the primary bottleneck constraining artificial intelligence (AI) deployments is no longer fabrication capacity but the raw electrical generation and the highly specialized data center real estate required to house the infrastructure.
Advanced Micro Devices (NASDAQ: AMD) is directly confronting this macroeconomic headwind by vertically integrating its physical supply chain.
