P Equity Research 📰
@pequityresearch
Research 📃 & News 🗞️ | Semis & Tech | Research/Expert Calls: | Groupchat/Expert Calls:
参加 April 2023
964 フォロー中 68.8K ファン
Bloomberg Intelligence: Data-Center Capex Split by Segment
To no surprise, compute servers & GPU take up most of the capex spend...
$NVDA $AMD $DELL $GOOGL $META $MSFT $AMZN
