Bernstein

Headlines · 2

1. 5d
   Bernstein: AI data centers lift US power demand growth forecast to 4%

   Bernstein raised its long-term US electricity growth forecast to a 4% compound annual rate from 3%, citing an unprecedented surge in AI data center construction, according to a research note reported by Chinese media. The bank expects roughly 1,000 TWh of new US power demand between 2025 and 2030, with data centers accounting for more than half of the added load. The figures come from a single bank report relayed by Cailianshe and 36Kr.

   36氪快讯 · 🔥 0
2. 5d
   Bernstein: AI demand lifts semiconductor revenue 119% year over year

   Bernstein estimates that global semiconductor industry revenue reached $1.043 trillion in the first eight months of 2026 through August, up roughly 119% from $477 billion in the same period of 2025. Memory was the biggest driver, adding about $443 billion of the increase, with price increases alone accounting for $379 billion and higher shipments contributing $64 billion, about 13% of the added revenue. The report says DRAM and NAND flash contract prices still rose nearly 20% quarter over quarter in Q3 2026, as strong AI application and infrastructure demand keeps supply tight; Bernstein expects the shortage to persist into 2027, though long-term supply agreement price caps and customer cost pressure may limit further gains.

   科技新报 · 🔥 0

Experience and discussion from the community

Share my Bernstein experienceAsk about Bernstein