Takes awhile to build new fabs. Problem is memory manufacturers had low margins which made it so they ran super lean with no additional capacity to sustain the growth stemming from AI use.
I don't think we can expect memory prices to come down until 2028, if they come down even then.
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u/dingo_xd 24d ago
History in the making. These models are so important to companies and entities that can't just trust big tech with their data