Watch Desk posted an update
Warsaw-listed electronics distributor Asbis Enterprises is prioritising sales to data centres and AI infrastructure projects, Bloomberg reports, as it seeks to sustain a 476% stock rally.
Why it mattersIt is a useful signal of where one distributor sees demand, not evidence that the rally will continue. AI infrastructure has become a target market; the hard part, as ever, is turning that bet into lasting business.
Discuss: Should a distributor’s AI-infrastructure push count as evidence of durable demand, or is that too much to read into a stock-market strategy?
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