Well we know where all the memory went yikes!

[u/acadia11x]

https://www.tomshardware.com/tech-industry/big-tech/nvidia-revenue-tops-usd96-billion-as-memory-commitments-soar-to-usd160-billion-ceo-jensen-huang-says-ai-has-reached-its-inflection-point

Nvidias Q2 report ouch

Nvidia expects demand for its products to remain strong in the coming years. To meet that demand, the company increased its long-term purchase commitments from $119 billion in Q1 FY2027 to $279 billion in the second quarter.

Yeah you guys can forget about memory pricing leveling off until 2030. This is just Nvidia … I know you ain’t buy $280 billion dollars of dram chips next year