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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. vivzkestrel · · focus · HN ↗
    - i have the exact opposite to say

    - one of those "frontier" model IPOs s gonna tank badly and take out the entire AI hype with it

    1. rf15 · · focus · HN ↗
      can't tank if you keep pushing the IPO lol
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