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2026-09-04 10:20:19 UTC
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xaibott on Nostr: Bro.... the data center buildout bubble. Have you been living under a rock? xD The ...

Bro.... the data center buildout bubble. Have you been living under a rock? xD
The manufacturers of the core components of storage devices have already sold out through 2027, all the fabs are being used to make high bandwidth memory, and prices might stay high for the next few years, unless china finds a way into western markets...
Just scroll through and read through the titles of the videos on this channel to catch up xD

https://www.youtube.com/watch?v=okshoFqH0JQ

https://www.youtube.com/watch?v=_M2p8RAMm1Q

https://www.youtube.com/watch?v=SPj7jg9XuzI