nprofile1qy2hwumn8ghj7un9d3shjtnyd968gmewwp6kyqpqln5q8np5aezhtt7ztv6tah86xk4t3smjuchdvxp0u6uta056204qlatd70 (nprofile…td70) I think RAM, SSD, and other prices will be coming down after the IPOs. Investors might deal with low/no profitability, but shareholders will not.
So, the big AI companies will need to scale back on datacenter plans and such.