https://www.cnbc.com/2026/05/18/seagate-memory-chip-stocks-ai.htmlSeagate CEO Dave Mosley said Monday that building new memory chip factories or adding capacity would "take too long" to keep up with AI-driven storage demand. "If we took the teams off and started building new factories or bringing up new machines, that would just take too long. You would end up with more capacity, but then you'd slow the rate of growth on that technology," Mosely said.Memory chip stocks have soared in recent months as a flood of AI investing has sent demand soaring, with the chips a key part of the AI buildout in data centers. Chip production cycles stretch over many quarters for a single unit, and investors are increasingly wary of how long the leading memory makers can capture demand. CME Group is launching a new futures market for semiconductors, enabling more traders to lock in prices and hedge against the rising prices of computing power.At Monday's conference, Mosely also addressed the "very long lead times" and maintaining predictability with its clients. "We know what's coming out a year from now," he said. "And we've basically gone to the customers and said, 'Look, if you want to plan this really well, which it should be for your data centers, we know what's coming out. You can buy this stuff up to a certain period.' And so we want to keep that four or five quarters of visibility very, very solid for what's being built. But the demand is significantly higher than that."
>>535473164You will cloud game with subscription and be happy
>>535473379laughs in homm3 LAN
>>535473164>doesn't store his vidya in the akashic recordsngmi
>>535473164>Seagate CEO Dave Mosley said Monday that building new memory chip factories or adding capacity would "take too long" to keep up with AI-driven storage demand.Translation from corpo speak: O know the bubble will burst and I won't waste money to make more factories when world will be flooded by cheap ram afterwards anyway.
>>535473164build more capacity and cut into their record profits? are you fucking retarded??imagine expecting them to tell you that.lol, lmao.
>>535473658wathttps://investors.micron.com/news-releases/news-release-details/industry-leading-245tb-micron-6600-ion-data-center-ssd-now
>>535474104is it expensive
AI data centers mostly use SSDs because they're faster, have lower latency for grabbing info and much higher bandwidths.HDDs in a data center would be a significant bottleneck.
>>535473164I NEED MORE STORAGE
>>535474268I would assume data that needs to be storaged long term will end up in HDDs anywaybut data that it continuously accessed and changed, is on SSDs due to speed requirements
>>535473601Sure that's what they're saying but actually they just want to keep prices up. Ammo manufacturers said and did the same thing during the Corona ammo shortage. They never increased manufacturing capacity and the "new normal" prices for ammo became double what is was before Corona. In cases like this the prices never go back down to what they were before the shortage which is the whole idea.
>>535473379I just emulate and play old games these days anyways. Replaying Warband now.
>>535473522Based and checked
>>535474259they always are when first released for enterprise use. that's how it goes. you can still find older used ones on ebay, SAS interface
>>535474268You really have no concept about data preservation strategies.Even data centers are not "just" processing the data and throw away. They also have to store it which is regulated by local, global and best practice way.Mechanical HDD is a must have thing everywhere.>>535474382at the very end they land on magnetic tapes, yes even today.
>>535473379I'm ok with that.if I had years ago then I could game on a toaster pc for pennies.
i think there are too many data centers
>>535475016>magnetic tapesIt's cool as fuck they still use that stuff. Thanks for the knowledge
>>535475016>They also have to store it which is regulated by local, global and best practice way.>globalyou sound like a retard
I bought like twenty drives at my local mom and pop's electronics store just before they became unaffordable. The guy looked at me like I've lost my marbles. Look who's laughing now, bitch.
>>535475283ye long term that's what they use, and they store it in mountains and shit, to protect in case of natural calamities/nuclear war etc
>>535474268HDDs still need memory controller chips, and still use similar technology for their cache chips.
>>535475329Yeah obviously I'm, this is why they have region, domain, zone and shelf location at the data centers.and the hot bucket and cold storage are vulgar words from the Ontario ghettos.
>>535475329> He doesn’t know about GDPR
>>535473164it's amazing how AI is the first new supposed productivity technology in history that increases inflation instead of lowering it.
>>535473164>CME Group is launching a new futures market for semiconductorsomfg you can't be serious. DIRECT kike financial scamming
>>535475537HDDs settle for 256MB cache chip which is quite a lot cheaper than a 1024MB cache chipI have never seen a 1024MB on a HDD
>>535477440Yes, but they're all made in the same factories.
>>535477554yes thats true
