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They are rerouting RAMs for consumers to enterprise for server build up Enterprise? No. Micron is explicitly focusing on AI.
by inferiorhuman 11mo ago
They are rerouting RAMs for consumers to enterprise for server build up
Enterprise? No. Micron is explicitly focusing on AI.
- _cenw 11mo agoEnterprise as in the level of support and care these products will come with, as opposed to consumer or business.
- sheepscreek 11mo agoHyperscalers and even "smaller" shops by comparison, such as CoreWeave, TerraWulf, Lambda.ai. So yes, enterprise customers doing AI data centre buildouts. They are going all out for them at the expense of their consumer business due to supply constraints. I don't see this situation changing for many years to come. Would indirectly affect the cost of any electronics that has storage or memory on it. Would be interesting to see how Samsung plays this one out with their limited inventory - they make RAM + SSDs, use it themselves on their phones, laptops, etc. Also supply to consumer and business customers. Interesting times.