인사이트/Research Reports

NEPWINS Global AI & Robotics Industry Monthly Report | 2026-08-27

AUG 26, 2026, 4:00 PM UTC US AI Infrastructure Build Cycle: Demand Scale and Manufacturing Opportunities Executive Summary The US AI industry is forming an infrastructure expansion cycle that may continue through the end of the decade. US data center nominal IT capacity could rise from 35–44 GW i

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