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submitted 4 days ago by cm0002@mander.xyz to c/memes@sopuli.xyz
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[-] how_we_burned@lemmy.zip 9 points 3 days ago

Also spinning up a new fab, even for RAM will take several years and major investment (billions).

Ideally they should have begun planning back in 2022-2023 when LLMS first came to market.

They've missed a huge opportunity to profit.

[-] Cort@lemmy.world 3 points 2 days ago

I disagree. More supply would mean less profit. Being supply constrained is what drives up prices.

this post was submitted on 15 Feb 2026
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