“CapEx doesn't just go up because you need to spend more to…” — Bloomberg Surveillance at 15:08
“CapEx doesn't just go up because you need to spend more to build more to meet demand. CapEx can also go up because the cost of building those things is higher. You know, you have labor and construction inflation, materials inflation. Memory is a massive macro factor. You know, IBM basically tried to blame 10 days ago…”
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