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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. newsclues · · focus · HN ↗
      If AI companies have allocation of memory, can't they just sell the memory allocation if they are tight on cash?
      1. PowerElectronix · · focus · HN ↗
        I expect them to sell everything if they go bust to recoup what little they can for investors. That would double whack hardware manufacturers are their final consumers are now both leaving the markets as buyers and entering as competitors.
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