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Feels like data center AI HW demand peak is over now that these things are trickling down to consumers and they are diversifying customers. Also going lower tha
by rafaelmn 2y ago
Feels like data center AI HW demand peak is over now that these things are trickling down to consumers and they are diversifying customers. Also going lower than expected on gaming HW, seems like they have enough fab capacity.
- bushbaba 2y agoTheir DC sales likely aren’t growing at the rates prior seen. Law of big numbers. They gotta diversify to satisfy growth & profit expectations