#digitalinfratructure
Meta Q1 warning on infra costs is 'early sign' of supply chain impact on data centers, says Philbert Shih, Founder of Structure Research.

Watch the episode on YouTube: youtube.com/shorts/HPK2R...

#digitalinfratructure #microsoft #datacenters #technology #construction #SupplyChain
May 22, 2025 at 4:01 PM