data center revenue · X 热门 · 2026-09-25 22:46 UTC

# data center revenue — X 热门讨论 (2026-09-25 22:46 UTC)

## @intelfabs (John Intel) · 09-25 07:58 · ♥31 ↻4 💬2 My takeaway AI demand is extremely strong and continues to exceed supply across most of the ecosystem.

What is the biggest bottleneck holding back AI growth? Infrastructure, not demand, mainly: Power and data center capacity Advanced packaging and foundry capacity Optical networking Memory (HBM, DRAM, NAND)

Is NVIDIA still the whole AI story? No. Several companies highlighted the increasing importance of custom AI chips.

Is AI software making money yet? Not really. AI revenue remains a relatively small portion of overall revenue for many firms. https://x.com/intelfabs/status/2103393604597371355