전력·에너지

데이터센터 전력·에너지 확보

7
새로 적은 회사
1
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분기별로 새로 적은 회사 수

새로 적은 회사 7

리스크 요인에 이 주제를 처음 적었거나, 기존 문장에 이 표현을 덧붙인 회사예요.

  1. GOOGL알파벳(구글)2025 연차보고서

    Our ability to scale our technical infrastructure is increasingly constrained by the availability of power, water, and land.

  2. CRM세일즈포스2026 연차보고서

    Additionally, increased energy consumption, including as a result of AI adoption, climate-related events, energy market volatility, and power grid disruptions may increase the operational costs related to inputs across our value chain, including for data centers.

  3. CSCO시스코2026 연차보고서

    For example, in September 2021, we announced our goal to achieve net zero across all scopes of greenhouse gas emissions by 2040, the achievement of which relies, in large part, on the accuracy of our estimates and assumptions around the energy consumption and efficiency of our products, the integration of clean energy into electric grids globally, and the procurement of certain products and services by our customers.

  4. MSFT마이크로소프트2026 연차보고서

    Limitations in power availability, delays in obtaining power connections, outages, shortages, increased energy costs, or requirements imposed by utilities, regulators, or other market participants could restrict our ability to develop or expand datacenter capacity.

  5. NVDA엔비디아2026.07 분기보고서

    Power constraints, government actions or regulations, permitting delays, or community opposition may delay, restrict or prevent the development or operation of data centers.

  6. ORCL오라클2026 연차보고서

    We have faced, and may continue to face, challenges with securing reliable and cost-effective power sources for our data center energy demands, which are constrained globally due to the significant increase in demand for and limited availability of energy to power AI compute.

  7. SMCI슈퍼마이크로컴퓨터2026 연차보고서

    Water and energy availability and reliability in the regions where we conduct business is critical, and certain of our facilities may be vulnerable to the impacts of extreme weather events.

지운 회사 1

이 주제를 말하던 문장을 지웠거나 표현을 뺀 회사예요.

  1. MU마이크론2026 연차보고서

    power shortages, capacity constraints, prolonged outages, or significant or unexpected increases in cost of power