Quote · Bloomberg Intelligence
AI Cost Reality Check Hits Tech Stocks as Apple Hikes Price
Where this was said
Why This Memory Cycle Is Different — And How Long It Lasts
At 7:30 · chapter starts 6:28
Ed Ludlow argues data center demand breaks the old boom-bust memory cycle, and Micron says the shortage will last at least 18 months. [1] — Ed Ludlow "Memory chips used to be wildly cyclical — when consumer demand collapsed, memory prices crashed. That pattern is broken now. Data center de…" 08:33
OpenAI is leaning toward staying private until at least 2027, according to the New York Times citing three people close to the company.
OpenAI is leaning toward staying private until at least 2027. It's not just about market timing — the company believes certain strategic goals are more achievable as a private company. And OpenAI isn't losing sleep over the prospect of Anthropic going public first.
Each Nvidia GPU requires 8 corresponding high bandwidth memory chips, intensifying demand for DRAM.
Micron said the memory chip supply crunch will last at least 18 months before conditions improve.
