What if Oracle, Anthropic and OpenAI can't pay their infrastructure bill?
replyThen memory goes back to pre-2026 pricing and memory is still profitable with a cartel market of less than 5 manufacturers.
replyBut only in 2028 because all the wafers rotting away in the warehouses are HBM which are too expensive to package or integrate into consumer electronics with tighter margins. Looking forward to having enthousiast-grade GPUs with HBM again though.
replyI'd imagine the quadruple revenue they collected this year would be able to tide them over for a manufacturing cycle or two.
reply