The escalating infrastructure race has begun heavily impacting consumer electronics, as evidenced by Apple’s latest Q4 financial disclosures. The company’s inventory values skyrocketed by 154% year-over-year, climbing to a staggering $14.54 billion. Apple executives openly flagged that the hardware boom has driven component pricing into “unprecedented” territory, warning investors that rising memory costs will continue to squeeze margins through the end of the year. This financial shift highlights the growing strain across the broader tech supply chain as consumer tech firms fight for the same physical components powering global data centers.
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