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A cyclical boom is eating the whole index: memory, semis, and the active manager's nightmare (opens in new tab)

Covers 2 stories See all stories this covers including SpaceX live updates: IPO filing sets stage for record offering

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CNBC·

SpaceX live updates: IPO filing sets stage for record offering

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Tom's Hardware
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Memory will consume 30% of hyperscaler data center spending this year, a 4X increase over 2023 — Nvidia gets preferential supply terms well below standard market rates, says analyst firm

Discussed on r/hardware
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