TrendForce expects another 40% rise in Q3 as buyers downgrade specs to secure supply.

  • Nouvellalia@lemmy.world
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    8 hours ago

    The AI companies are also buying tons of it and just locking it away. They can’t use it, they are keeping competitors from using it. If competition with you will cost me $20 billion in revenue, but buying $15 billion worth of RAM stops you from being able to compete, buying the RAM just to destroy it is a no brainer.