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.
My take is more of a:
1000 DCs were planned
200 are getting cancelled
800 are yet to be built, built, supplied with products
and of the 800 remaining DCs, some are buying the stock that is now free or the orders are rerouted by the ordering company to other locations that also need more hardware.
My take is more of a:
1000 DCs were planned
200 are getting cancelled
800 are yet to be built, built, supplied with products
and of the 800 remaining DCs, some are buying the stock that is now free or the orders are rerouted by the ordering company to other locations that also need more hardware.