AMD, ARMH, INTC, NVDA Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 238.70

-2.2%

3:30 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Pravin Kamdar who wrote (71336)	10/10/2025 2:36:14 PM
From: Joe NYC	Read Replies (2) of 72262

Interesting connections between AI and war in Ukraine is transformers. - setting aside that the AI models are transformer models - power generation bottleneck is closely tied to availability of transformers to collect and deliver power to the right place. Backlog is now apparently 3 years - As a "test", in 2022, Russia attacked some power infrastructure in Ukraine, including blowing up some transformer stations - Western countries rushed to the rescue and donated some of their spare transformers, and as a result, have no spare transformers to help power the AI boom - Russia now has enough Geran drones to destroy every single transformer in the country, including small stations, sending the entire country to permanent darkness. There are no replacements coming.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next