Micron CEO Sanjay Mehrotra says memory and storage supply will likely be much tighter in 2027 and 2028 than it was in 2026. He made the remarks during Micron's fiscal Q4 2026 earnings call on September 30, where the company reported record quarterly revenue of $54.2 billion. Here's what he...
My youtube algorithm is filled with AI doom/truthsayers and it feels like everybody else is taking crazy pills. Ed Zitron is a bit theatric but there’s nothing factually wrong with his arguments. Eli the Computer guy explains it in plain language that would be easily refutable should a refutation exist. I’m not shorting anything but I’m certainly not going out of my way to add any funds with significant exposure to AI companies.
The hidden variable is how much money can the us treasury print to keep the ai bubble going. Nobody knows that, could be one trillion more and the system collapsed, could be maybe the debt needs to double to $80T before collapse.
At this point, with trump and the tech billionaires in charge, they’re just going to keep printing money until they can’t.