A new report suggests that all three memory manufacturers — Samsung, SK Hynix, and Micron — have collectively sold through their 2027 memory manufacturing capacity to AI companies.
Not long-term. No computers, phones, TVs? No consumers of cloud services. Including 90% of businesses. At some point, regulators have no choice (even if they are colluding), if they don’t want to strangle their economy.
The point with dissidents being on the cloud-rope still stands though. Especially on closed platforms like Apple, Android.
Not long-term. No computers, phones, TVs? No consumers of cloud services. Including 90% of businesses. At some point, regulators have no choice (even if they are colluding), if they don’t want to strangle their economy.
The point with dissidents being on the cloud-rope still stands though. Especially on closed platforms like Apple, Android.