Nvidia (NASDAQ: NVDA) and Micron (NASDAQ: MU) each have been playing key roles in the artificial intelligence (AI) revolution. Nvidia is the maker of the logic chip that powers the “thinking” of AI models, while Micron makes the memory and storage solutions that are also essential in the training and use of AI.
The AI boom is quickly reaching the physical limits of grid capacity and thermal dissipation. The electric grid is stretched as ever, causing longer connection waits for AI data centers, and conventional air and liquid cooling systems struggle to meet the demands of rapidly growing facilites.
In just a few years, AI has gone from a specialist topic to something everyone has opinions on. It has been praised as miraculous, condemned as dangerous, and debated everywhere from boardrooms to dinner tables. But between these poles of euphoria and dread lies the reality most of us now face: a technology powerful enough…
