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If you don't understand that the AI driven memory boom has totally broken the cycle you are going to lose a lot of money. There is infinite demand for Intelligence and that translates directly to chips.


Sounds like you are telling us it’s a new paradigm?

https://transportgeography.org/contents/chapter3/transportat...


"If you don't understand that the AI driven memory boom has totally broken the cycle you are going to lose a lot of money."


Fortunately there's a near infinite demand for boosterism too.




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