'How can prices fall when there's nothing left?' TeamGroup CEO reckons supply-demand memory equilibrium may not happen until late 2028 at the earliest

inclementimmigrant@lemmy.world · 19 hours ago

'How can prices fall when there's nothing left?' TeamGroup CEO reckons supply-demand memory equilibrium may not happen until late 2028 at the earliest

JasSmith@sh.itjust.works · 42 minutes ago

Nvidia booked $63.7bn operating income last quarter, and the equity gains you’re thinking of are a separate $7.8bn line underneath that. AWS made $17.8bn operating profit and Google Cloud $11.1bn in the same period, off customers who actually paid.

There’s nothing illegal or corrupt about Anthropic purchasing compute from SpaceX.

'How can prices fall when there's nothing left?' TeamGroup CEO reckons supply-demand memory equilibrium may not happen until late 2028 at the earliest

'How can prices fall when there's nothing left?' TeamGroup CEO reckons supply-demand memory equilibrium may not happen until late 2028 at the earliest

More memory doom-mongering suggests late 2028 as our earliest salvation