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Contracted megawatts show a commercial commitment, while energized megawatts show power that has actually reached a usable site or load.
A data-center project can have land, a tenant and a utility agreement while still waiting years for the transformers that make the electricity usable.
High-bandwidth memory limits AI accelerator shipments through several linked manufacturing steps, so a strong DRAM market alone does not guarantee enough HBM for the next GPU...
Every AI request runs on a physical chain that ends at a grid connection. Electricity is turning into one of the hardest limits on how fast...
Direct-to-chip cooling is the nearer-term retrofit path for many AI halls, while immersion can handle high density with deeper changes to hardware, operations and service procedures.
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