Capex expenditure start exploding after covid with the chart going hockey stick at the end of 23/start of 24, almost 2.5 years ago.
A lot of capex is supposed to go into the datacentres, didn't they know that datacentres need to be filled among other stuff with RAM? I wonder if at some point we will discover that there is a shortage of fibre optic cables of SFPs ...
PS: Obviously armchair economist here too ... but for it doesn't seem too difficult to foresee the increase of the demand.
A lot of capex is supposed to go into the datacentres, didn't they know that datacentres need to be filled among other stuff with RAM? I wonder if at some point we will discover that there is a shortage of fibre optic cables of SFPs ...
PS: Obviously armchair economist here too ... but for it doesn't seem too difficult to foresee the increase of the demand.