Why Semis’ Earnings Explode
9:03–9:38 · 35s
Golub quantifies AI CapEx at roughly $700 billion—2–3% of GDP—to explain surging semiconductor and memory earnings.
9:03–9:38 · 35s
Golub quantifies AI CapEx at roughly $700 billion—2–3% of GDP—to explain surging semiconductor and memory earnings.
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