AI server makers said the key shortages are electricity and workers, with electricity for server production and testing a growing challenge, while engineers are more difficult to find everywhere, media report, adding Quanta Vice Chair C.C. Leung said he’s more worried about power than component shortages and Quanta is now using Bloom Energy SOFCs at some factories, while Wiwynn Chair Emily Hong said firms have to work closely with governments/schools to ensure there are enough engineers for future factories. $NVIDIA(NVDA.US) $AMD(AMD.US) $Intel(INTC.US) $Bloom Energy(BE.US) $Amazon(AMZN.US) $Alphabet(GOOGL.US) $Microsoft(MSFT.US) $Meta Platforms(META.US) #Quanta #Wiwynn #server

Source: Dan Nystedt