From a purely short-term economic standpoint, it is VIOLENTLY more profitable to go whole-hog with AI right now. Once the bubble pops though, they will regret it.
They will have all that inflated ram money and if they don’t spend it like morons they can return to selling ram at normal prices as oem rather than ‘burned up leftovers from some AI farm.’ The consumer market will still be starved by the AI buyout for some time even after the burst.
Micron is pulling out of consumer RAM entirely.
Apparently because they think AI is still a good bet?
From a purely short-term economic standpoint, it is VIOLENTLY more profitable to go whole-hog with AI right now. Once the bubble pops though, they will regret it.
How quickly can they pivot though? Doesn’t this indicate that they think there’s a long term profit?
They will have all that inflated ram money and if they don’t spend it like morons they can return to selling ram at normal prices as oem rather than ‘burned up leftovers from some AI farm.’ The consumer market will still be starved by the AI buyout for some time even after the burst.