瑞银Nicolas Gaudois最新报告显示，DRAM预计供应短缺将持续到2027年第一季度，其中DDR需求增长20.7%，远超供应增长。NAND短缺情况预计延续至2026年第三季度。
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Eventually, 41 permanent gas turbines—that supposedly won't be as noisy—will be installed, if xAI can secure the permitting. In the meantime, xAI has erected a $7 million "sound barrier" that's supposed to mitigate some of the noise.