Research insight: Delta, Lite-on raise capex to 9% of revenue in AI data center power race

Source: Digitimes· Levi Li· August 14, 2026
Research insight: Delta, Lite-on raise capex to 9% of revenue in AI data center power race

The speed of AI data center deployment is raising the bar for power and cooling suppliers. Chipmakers such as Nvidia and AMD are refreshing platforms annually, with each generation bringing sharp increases in power density and thermal requirements. Suppliers …

This story was reported by Digitimes. Read the full original article:
Read on Digitimes

More in Business & Funding

View all