Assuming demand does not asymptote as we approach singularity.
Which it to say, if models eventually do useful work, demand for substrate will continue to outpace production. I don’t envy the fabs that have to forecast how much memory the world will desire in 2030
Which it to say, if models eventually do useful work, demand for substrate will continue to outpace production. I don’t envy the fabs that have to forecast how much memory the world will desire in 2030