In the battle of bandwidth and compute, Cloudflare has a strong hand. A dive into networking infrastructure.
Would this make retail data centers more attractive as opposed to wholesale data centers?
Maybe I'm reading it wrong, but the takeaway is get long AVGO and MRVL?
This post is one your best.
Would this make retail data centers more attractive as opposed to wholesale data centers?
Maybe I'm reading it wrong, but the takeaway is get long AVGO and MRVL?
This post is one your best.