Selling twice as many chips sounds great, but Fed just hiked to 3.75%-4.00% unanimous and dots say one more. Higher rates crush AI valuations that need cheap money. Jensen can sell chips, but customers can’t afford data centers if financing costs explode.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.