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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. brnaftr361 · · focus · HN ↗
    Gonna be crazy to watch this bubble pop.
    1. nathanaldensr · · focus · HN ↗
      I like to tell people that "AI" is the "last bubble." It was VR, the metaverse, crypto, NFTs, AR... AI is the Last Great Hype. There's really nothing beyond it. When this bubble pops it'll be remembered for decades to come because nothing will replace it.
      1. delfinom · · focus · HN ↗
        Well like the very short 3D-TV fad, I can see a big sudden goldrush into AI powered robots (more than companies are in now).

        It is also possible they all pivot to copying Neural Link and upselling the whole world on brain implants that the oligarchs can control.

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