21 points | by cjs_ac 14 hours ago ago
3 comments
Full article text: https://removepaywalls.com/https://www.ft.com/content/e4e156...
I'm guessing this is going to cause a significant RAM price drop very soon? *fingers crossed*
Seems like no:
> However, analysts were not convinced this week’s sell-off was warranted. The implications for memory and computing were “neutral near term”, Morgan Stanley added, as lower AI costs would likely increase overall demand.
Full article text: https://removepaywalls.com/https://www.ft.com/content/e4e156...
I'm guessing this is going to cause a significant RAM price drop very soon? *fingers crossed*
Seems like no:
> However, analysts were not convinced this week’s sell-off was warranted. The implications for memory and computing were “neutral near term”, Morgan Stanley added, as lower AI costs would likely increase overall demand.