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>keep supply as low as they want and allow the AI companies to spend hand over fist That's indistinguishable from not wanting to get burned by another semicond
by gruez 4mo ago
>keep supply as low as they want and allow the AI companies to spend hand over fist
That's indistinguishable from not wanting to get burned by another semiconductor boom/bust cycle.
- bilekas 4mo agoI think they already know it's gonna take China a year or two to ramp up, so they're banking on that ?