Not A Data Center Bubble
28:06–28:22 · 16s
On AI infrastructure, Armina says it’s not a bubble—spend is broadening to memory, grid, and power plays; she names SK Hynix, Micron, Prysmian, and NextEra.
28:06–28:22 · 16s
On AI infrastructure, Armina says it’s not a bubble—spend is broadening to memory, grid, and power plays; she names SK Hynix, Micron, Prysmian, and NextEra.
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.