alt.hn

2/20/2026 at 3:58:46 AM

Micron Is Spending $200B to Break the AI Memory Bottleneck

https://www.wsj.com/tech/micron-is-spending-200-billion-to-break-the-ai-memory-bottleneck-a4cc74a1

by walterbell

2/20/2026 at 7:32:22 AM

"We’re nowhere near the end of the shortage,” said Brad Gastwirth, Circular’s head of global research. “I think it lasts through the end of 2026 and at least the first half of 2027.”

You heard it here first folks, close your memory positions Q2 2027 at the latest to avoid getting caught flat-footed when prices drop.

by yellowcake0

2/20/2026 at 4:06:09 AM

https://archive.is/XKSpC

by walterbell

2/20/2026 at 7:25:39 AM

Could we stop posting the link that does a constant ddos on the gyrovague.com blog

by that_lurker

2/20/2026 at 5:59:15 AM

Where does Micron get $200B?

by throwaway81523

2/20/2026 at 6:16:26 AM

Old matress

by stoneforger