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I read somewhere that there are other memory manufacturers in CN that are pivoting to consumer RAM to fill the gap. Personally I think the AI boom will crash o
by rswail 5mo ago
I read somewhere that there are other memory manufacturers in CN that are pivoting to consumer RAM to fill the gap.
Personally I think the AI boom will crash out when all of these datacentres get rationalized. RAM manufacturers will crash as is normal in the semiconductor market.