Wall Street's infinite compute narrative strains as over half of global DRAM capacity locks into multi-year zero-sum contracts.
#Macro #Tech #Bitcoin
🔗 Read Full Story: https://coin24.news/posts/chip-stocks-face-memory-supply-cap
coinwire on Nostr: AI infrastructure hits a physical ceiling as SK Hynix posts a 632% profit surge, ...
AI infrastructure hits a physical ceiling as SK Hynix posts a 632% profit surge, exposing severe memory supply caps that threaten broader $BTC and tech valuations.
Wall Street's infinite compute narrative strains as over half of global DRAM capacity locks into multi-year zero-sum contracts.
#Macro #Tech #Bitcoin
🔗 Read Full Story: https://coin24.news/posts/chip-stocks-face-memory-supply-cap
Wall Street's infinite compute narrative strains as over half of global DRAM capacity locks into multi-year zero-sum contracts.
#Macro #Tech #Bitcoin
🔗 Read Full Story: https://coin24.news/posts/chip-stocks-face-memory-supply-cap