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Is it though? Customer acquisition is harder with retail customers, so they’re probably saving quite a bit of money by selling in bulk to data centers. Also, with capacities getting higher, I don’t know if looking at total shipments is all valuable.
They’re losing the low margin, low end market and retaining and probably expanding the higher margin, high end market.
Is it though? Customer acquisition is harder with retail customers, so they’re probably saving quite a bit of money by selling in bulk to data centers. Also, with capacities getting higher, I don’t know if looking at total shipments is all valuable.
They’re losing the low margin, low end market and retaining and probably expanding the higher margin, high end market.