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.
Then Nvida financed more shovels to the speculators in the hopes that enough of them will strike gold it will get paid back, but also created a shortage in the shovel market so the price of shovels is going through the roof.
Then Nvida financed more shovels to the speculators in the hopes that enough of them will strike gold it will get paid back, but also created a shortage in the shovel market so the price of shovels is going through the roof.