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Apparently WD and Seagate stock have already taken a hit at the announcement.

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[-] BilboBargains@lemmy.world 2 points 1 day ago

Cory Doctorow is making the argument that the reason RAM prices are high is the producers aren't building new fabs for the data centre demand because those are expensive and hence strategic long term investments. If AI is a bubble they would have a lot of product and no one to sell it to, cratering the market.

this post was submitted on 04 Oct 2026
396 points (99.7% liked)

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