G2ThaUNiT said:
About that.......Micron WAS 1 of the big 3 in memory manufacturing till recently.
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RAM guys swimming in profit while fucking up every electronic that needs it in the process, insane that it's even allowed to happen.
I do believe the whole IA thing will end in an immense failure tho, so when losing their customers there will be so much supply in the market that prices will have to go down.
I might be optimistic about it, but I literally don't see how this insane rush into IA can actually be profitable to all those companies chasing it, it just doesn't make sense, thus why I believe it's a bubble fated to pop sooner or later.
Money isn't infinite, if there is no big profits to their big investments, as I believe will be the case to the vast majority of the companies chasing this dream, there is just no way it can sustain itself.
I'm honestly surprised it doesn't show big sings of popping already, as there is no way it is being profitable at all right now, but I still hope by mid 2028 it'll have already happened.
It will not last forever, I guarantee it, prices will be much better eventually, but if it lasts long enough, the damages may be too high for the industry to handle.
