When the leading RAM producers just straight up leave consumers in the dust chasing the AI money the Chinese will happily provide an alternative.
When the bubble finally pops we'll see whether the consumers can ever be won back. It's funny how the well paid managers of these companies don't think for a second about risk concentration. Why plan for next year when there is so much money to be made this quarter? Number must go up, each day every day.
It's funny how the well paid managers of these companies don't think for a second about risk concentration. Why plan for next year when there is so much money to be made this quarter?
How would they sell specifically to consumers, though? The AI companies will happily grab whatever significant supply is headed to the consumer market given the prices they're paying.
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