AGGREGATED External reporting by Bloomberg. This page summarizes the publisher's feed entry; the full article is on www.bloomberg.com.
Data Center Delays Risk an ‘Air Gap’ for Chips: Lovell
Nadia Lovell, head of global equity strategy at UBS Global Wealth Management, says data center delays could create an “air gap” for semiconductors, pressuring inventories, prices and margins. She favors compute over memory and hyperscalers with existing capacity. She speaks on “Bloomberg Surveillance.” (Source: Bloomberg)
