alt Hacker NewsAre these the picks and shovels?
Is the profitability of these electronics manufacturers more likely than the companies that are buying up all their future inventory?
Are these the picks and shovels?
Is the profitability of these electronics manufacturers more likely than the companies that are buying up all their future inventory?
If AI continues at this trajectory, sure, likely to the picks and shovels.
If AI has a bubble burst, you could see a lot of used hardware flood the market and then companies like WD could have a hard time selling against their previous inventory.