JPMorgan's latest research report highlights that as GPU deployment scales up, power supply is becoming the critical bottleneck for AI development. The bank emphasizes that the power chip value chain is surfacing, with an estimated market size of $19.2 billion—far exceeding previous expectations. The GPU's brilliance has obscured the inadequacies of power infrastructure, and breakthroughs in power chips will be central to the next generation of computing competition.
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