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Kodetra TechnologiesJul 29, 2026
The AI chip war just stopped being about chips. AMD locked up as much as 2.5 gigawatts of data-center capacity via Core Scientific — because you can't sell accelerators if customers have nowhere to plug them in. First 500 MW comes online in 2027. Takeaway: to see who's actually winning AI, track power and real-estate deals, not benchmark charts. What's the true 2027 bottleneck — chips, power, or capital? More like this: www.contentbuffer.com #AI #Semiconductors #AMD #DataCenters #Infrastructure #ContentBuffer

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