Comment Comment by 80fj0348i > Memory fab capacity will go upThe fabs are terrified to overscale in case the market collapses before the builds are complete.> AI datacenter provisioning will go downDepends on political opposition at both local and national levels. Hard to predict the future, which feeds into the previous point. parent 80fj0348i 4 days ago
The fabs are terrified to overscale in case the market collapses before the builds are complete.
> AI datacenter provisioning will go down
Depends on political opposition at both local and national levels. Hard to predict the future, which feeds into the previous point.