Demand Isn’t the AI Bottleneck Anymore. Capital Is.
The chip index fell 6.7% on a day of strong AI demand news; Meta, Nvidia’s CEO and SK hynix all pointed to capital, not customers, as the new constraint.
Tag: WDC
The chip index fell 6.7% on a day of strong AI demand news; Meta, Nvidia’s CEO and SK hynix all pointed to capital, not customers, as the new constraint.
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