> $585B on new fabs,
This is how overcapacity happens in a commodity. The is a rush to expand capacity to meet demand, and there will be overshoot. I hope these factories are built quickly so the memory crunch eases.
This is how overcapacity happens in a commodity. The is a rush to expand capacity to meet demand, and there will be overshoot. I hope these factories are built quickly so the memory crunch eases.
people literally cant give up AI right now and paid thousands of dollar for local AI model
5 years ago people would told you crazy spends 5k on such machine, now ????? people literally encourage you