Even if the demand from data centers goes down, there will be a lot of pent up demand from everything else. And AI isn’t going away, even if OpenAI et al. stop their mad buildout. I think DRAM is going to be very profitable for the foreseeable future.
Even if the demand from data centers goes down, there will be a lot of pent up demand from everything else. And AI isn’t going away, even if OpenAI et al. stop their mad buildout. I think DRAM is going to be very profitable for the foreseeable future.