2 ms·
> There's just too much money to be made for all the involved parties. Even setting that aside, depending on the pace of datacenter buildout even a round of ne
by fc417fc802 3mo ago
> There's just too much money to be made for all the involved parties.
Even setting that aside, depending on the pace of datacenter buildout even a round of new fab capacity coming online might not be enough to bring prices down. I think there's a decent chance we have to wait for investors to get tired of building new datacenters which could easily be 5+ years.