2 ms·
Listen to the podcast I linked. 2 years is ramp up time for new memory factories (which are currently being built)
by nl 7mo ago
Listen to the podcast I linked. 2 years is ramp up time for new memory factories (which are currently being built)
- tombert 7mo agoI do not see any linked podcasts.
- motownphilly 7mo agohttps://www.dwarkesh.com/p/dylan-patel https://www.dwarkesh.com/p/dylan-patel
- alpaca128 7mo agoAnd if the AI bubble is still going then with datacenter construction going as planned, the RAM shortage will be even more extreme than today despite higher production capacities.