Data Centers, Profits Near Zero
22:09–22:44 · 35s
Golub warns credit markets are uneasy about long-dated data center debt and predicts users, not chipmakers, will show roughly zero profits as depreciation kicks in.
22:09–22:44 · 35s
Golub warns credit markets are uneasy about long-dated data center debt and predicts users, not chipmakers, will show roughly zero profits as depreciation kicks in.
We use cookies to understand how you use our platform and to improve your experience. Click "Accept All" to consent, or "Decline non-essential" to opt out of non-essential cookies. Read our Privacy Policy.