Memory is unlikely to drop in price before mid-2027 when new capacity starts to come online.
The GPU shortage looks to be even longer lived.
The GPU shortage looks to be even longer lived.
It's the new normal, get used to it.
The MAG7 isn't pumping all their FCF + new debt issuance into DC's just for fun.
The world is seemingly moving into a era where compute is becoming expensive and scarce.
Only thing that can possibly change this is LLMs hitting a vertical unscalable wall.
More AI compute = more CPU, memory, storage needs.