|
|
|
05.09.26 - 02:12
|
Topco targets optical comms, cooling as copper gives way (Digitimes)
|
|
|
System integration remains a key hurdle as the AI chip industry pushes for higher power efficiency and faster transmission speeds, drawing intense attention to when short-reach optical communications between racks and chips will enter practical use. Industry players say the maturity of system integration is still the main consideration for commercialization....
|
|
|
|
|
|
|
|
|
|
|
|
|
04.09.26 - 08:09
|
Kupfer vor dem nächsten Boom? Markus Bußler nennt 15 Aktien (Der Aktionaer)
|
|
|
Gold glänzt, Silber hat Fans. Kupfer macht derweil den Job. Ohne das rote Metall laufen weder Stromnetze noch Elektroautos, Windkraftanlagen oder Rechenzentren – und genau deshalb dürfte der Kupferhunger der modernen Welt weiter wachsen. Markus Bußler sieht den Markt vor einer entscheidenden Phase....
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
31.08.26 - 16:12
|
BT on track for estimated £2bn windfall from selling old copper amid AI boom (The Guardian)
|
|
|
Telecoms company to benefit from rollout of full-fibre broadband and soaring prices for recycled metalBT is on track for an estimated £2bn-plus windfall over the next decade from selling off old copper cabling, as it cashes in on soaring prices amid the AI market frenzy and switches the UK's network to full-fibre broadband.Copper is one of the main beneficiaries of the “electrification of everything”, essential for the rapid growth of AI data centres, electronics and the fast-growing renewable energy industry. Continue reading......
|
|
|
|
|
|
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
