Jefferies berichtet: AI-Investitionen belasten Cashflow der Hyperscaler, während DRAM-Hersteller Preismacht gewinnen.

Quelle: BusinessLine
Link: https://www.thehindubusinessline.com/info-tech/ai-capex-boom-strains-hyperscalers-cash-flow-as-dram-makers-gain-pricing-power-says-jefferies/article70930735.ece