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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. matheusmoreira · · focus · HN ↗
      They're too big to fail at this point. US taxpayers will bail them out if push comes to shove.
      1. chemeril · · focus · HN ↗
        I certainly won't be. The US Government that allocates my tax dollars might though.
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