Memory will consume 30% of hyperscaler data center spending this year, a 4X increase over 2023 — Nvidia gets preferential supply terms well below standard market rates, says analyst firm (opens in new tab)

Covered by 3 sources including David Oks, yetanothervalueblog.comDiscussed on r/hardware

Driven by AI demand, obviously.

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Covered in 3 articles

AI is killing the cheap smartphone

Discussed on Hacker News, r/Longreads, and r/hardware

yetanothervalueblog.com·

A cyclical boom is eating the whole index: memory, semis, and the active manager's nightmare

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