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Micron Is Spending $200B to Break the AI Memory Bottleneck

• walterbell 8mo ago
  https://archive.is/XKSpC https://archive.is/XKSpC
  • that_lurker 8mo ago
    Could we stop posting the link that does a constant ddos on the gyrovague.com blog
• throwaway81523 8mo ago
  Where does Micron get $200B?
  • stoneforger 8mo ago
    Old matress
• yellowcake0 8mo ago
  "We’re nowhere near the end of the shortage,” said Brad Gastwirth, Circular’s head of global research. “I think it lasts through the end of 2026 and at least the first half of 2027.” You heard it here first folks, close your memory positions Q2 2027 at the latest to avoid getting caught flat-footed when prices drop.