memory costs

Apple expects Q2 revenue to grow 13% to 16% YoY, vs. 10% est.; it's currently constrained by iPhone processor supply and expects memory costs to rise after Q2

Apple expects Q2 revenue to grow 13% to 16% YoY, vs. 10% est.; it's currently constrained by iPhone processor supply and expects memory costs to rise after Q2

Apple (AAPL.O) on Thursday forecast higher-than-expected revenue growth of up to 16% for the March quarter …

Global smartphone shipments in 2026 are set to shrink 2.1% due to rising memory costs, led by Chinese OEMs; DRAM prices could further raise costs by 10% to 15%

- Global smartphone shipments in 2026 are expected to shrink 2.1% due to rising memory costs.

The AI boom is delaying US municipal projects, as ~$4T in AI infra spending through 2030 shifts skilled construction workers to AI data centers

This is absolute madness.  [embedded post] Danny Page / @danny.page : Opportunity Cost - noun: the loss of potential gain from other alternatives when one alternative is chosen.  —  “The opportunity c...