The real TAM for GPU accelerators

The AI boom has another boundary—power.

Jon Peddie

Wall Street analysts are keen to know the shipment rates of high-margin GPU-based add-in boards by AMD, Intel, and Nvidia due to supply chain challenges and trade barriers. Power consumption, particularly in data centers, is a growing concern, leading to stricter regulations globally. Major tech firms like Microsoft and Google are investing in sustainable energy initiatives. The US Department of Energy is investigating Bitcoin mining’s energy usage, possibly to reallocate power to data centers. Cooling systems for GPU accelerators pose additional power consumption challenges. Hoover Dam Generator Hall. (Source: Mark Williamson) What do we think?  As grandma used to say,

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