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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. gregoriol · · focus · HN ↗
      They are probably too big to fail already (and too friendly with the current US gov). And even if they fail, open-weight models will take over as the usefulness of the tech behind has been proven.
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