Bloomberg TV Bulgaria survey
Pavel Bandilov, Managing Partner at NEO Ventures:
The first problem is that makers of data center components cannot deliver fast enough. There are also problems with production supply. All of this will last at least through this year and next.
The big question is whether the AI models these data centers are being built for will earn back the enormous capital spending.
Chip companies definitely have a big business, but the price at which you invest in them is crucial.
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This material is for information only and does not constitute advice for an investment decision!
