Dell’s CEO, Michael Dell, has discussed his estimates of the AI memory supercycle at a recent event, claiming that the explosive demand will persist for several years. If Hyperscalers Do Not Spend Money on Memory, There’s a Fear Within Them of Getting Behind the Competition We have been tracking the memory supply chain for quite some time now, noting that the supply-demand gap has widened in the past few quarters; however, questions remain about how long we will see such conditions in the memory industry. Following the recent TurboQuant fiasco and the wider selloff within memory companies, there was a […]
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