The big manufacturers are going to get stronger in the short run through the lucrative contracts with data centers, but weaker in the long run becaue it will allow for new players to establish themselves by grabbing this legacy market that the big manufacturers left behind, which of course only China is in a position to grab.
The big manufacturers are going to get stronger in the short run through the lucrative contracts with data centers, but weaker in the long run becaue it will allow for new players to establish themselves by grabbing this legacy market that the big manufacturers left behind, which of course only China is in a position to grab.