> but I don't think it's going to last much longer. Not happening. It's been sold out until 2027, maybe even 2028 (all memory producers). They may increase cap

> but I don't think it's going to last much longer. Not happening. It's been sold out until 2027, maybe even 2028 (all memory producers). They may increase capacity but demand could also increase. Unless the stock market crashes by 50% and OpenAI etc fold with it, we're not likely to see it turning better yet. There will be new demand. Right now it is "hyperscalers". Later there will be self-hosts.