$Apple(AAPL)$ Could end up being the ultimate winner. When the data center space blows up — and it probably will at some point — there are going to be winners and losers. Companies that overextend and get forced into bankruptcy may have to sell off pieces on the cheap, and Apple could be in a position to pick some of those up. Though large players like Microsoft, Google, and Amazon might outbid them. This kind of thing moves in cycles, similar to what happened with real estate in 2008.
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