AI has been eating up the world's supply of memory and companies like Micron have even abandoned their consumer brands to focus entirely on B2B supply. Other components like GPUs have also been feeling the pressure.
Nothing has decided to slowly drip product teasers ahead of launch, and the latest in line are a pair of over-the-ear headphones.
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Those with growth-based views, Carroll argues, still want something special, but expect rough patches. "They ask… what can they do to make their relationship better, have improvement and have growth?"