Equipment Providers

topic on 1 show · 1 statements across 1 episodes

1 statements about Equipment Providers, every show

CATALYST Opinion

Matthew: Data center equipment and labor have pricing power unseen in generations

“Whereas now you're pricing power for the first time in, in generations, right? For certain equipment providers or certain labor producers.”

Shanu Matthew Dec 4, 2025 ▶ 18:12 Who benefits from the AI power bottleneck?

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