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Micron CEO Says Memory Supply Will Be Much Tighter in 2027 and 2028 Than in 2026

394 points · 443 comments · speckx

  1. PowerElectronix · · focus · HN ↗
    It'd be a shame if their two main sources of income (openai and anthropic) were to go bust...
    1. gnfargbl · · focus · HN ↗
      Sure, and they'll be cognizant of that risk when considering expansion. The lessons of the dotcom fiber boom aren't that distant in memory.
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