#Hardware
This topic hub collects our latest reporting and commentary on Hardware. Use it to follow new developments, revisit older angles, and jump between related market stories from one archive.
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AI Data Center Bust: A $2 Trillion Gamble on Obsolete Hardware
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AI Data Center Bust: A $2 Trillion Gamble on Obsolete Hardware
Hyperscalers are betting $350B+ on AI data centers, but the hardware's rapid obsolescence creates a $2 trillion revenue gap and a looming bust that differs from