Sponsor: Thermal Grizzly Duronaut on Amazon - https://geni.us/tpgcPMwThe cyclical nature of memory manufacturing may finally be broken -- and not in a good w...
You seem to be confused, when I say it’s specaltive I mean the capacity has been purchased for data centers that are far behind schedule and may never be built.
How you proved you didn’t watch the video without explicitizing.
Watch the video. There’s a reason I called this a monopsony, and not a “monopoly.”
They’ll be bought by fabricators, Wall Street existing or not.
You seem to be confused, when I say it’s specaltive I mean the capacity has been purchased for data centers that are far behind schedule and may never be built.
bruh, watch the video.
This is gentrification 101.