Nadia Lovell, head of global equity strategy at UBS Global Wealth Management, says data center delays could create an “air gap” for semiconductors, pressuring inventories, prices and margins. She favors compute over memory and hyperscalers with existing capacity. She speaks on “Bloomberg Surveillance.” (Source: Bloomberg)
Nadia Lovell, head of global equity strategy at UBS Global Wealth Management, says data center delays could create an “air gap” for semiconductors, pressuring inventories, prices and margins. She favors compute over memory and hyperscalers with existing capacity. She speaks on “Bloomberg Surveillance.” (Source: Bloomberg)
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