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Anonymous (ID: 4uDiIVUk) Archived
Its joever for AI No.62276592
Its joever for AI (ID: 4uDiIVUk)  No.62276592 Archived
>>
Anonymous (ID: zZJk0NJn)
 No.62276607
(ID: zZJk0NJn)  No.62276607
>>62276592
What is ai and why should i care?
>>
Anonymous (ID: 280K9BKT)
 No.62276691
(ID: 280K9BKT)  No.62276691
File: AI capex.png (82 KB, 581x576)
82 KB PNG
AI datacenters use HBM, not DDR5. And the chinks are ramping up production of DDR5, and they can't manufacture HBM (yet).
So DDR5 price coming down has nothing to do with AI demand.
>>
Anonymous (ID: BOMEkxNu)
 No.62276792
(ID: BOMEkxNu)  No.62276792
File: 1765476990721500.png (2.96 MB, 1024x1536)
2.96 MB PNG
>>62276691
>3 to 4 trillion a year for this
Wow
>>
Anonymous (ID: 4uDiIVUk)
 No.62276876
(ID: 4uDiIVUk)  No.62276876
>>62276691
keep dreaming buddy, they use same mashines
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