@gmkurtzer@Johnjohnsogo4e wdym it’s not possible? it’s for sure possible especially in the future as large models will have to fit in robots. they can easily copy themselves and live in small clusters
@ItsMFTomBomba@LightLawli58649@spacepixel wrong. Micron’s Strategic Customer Agreements (SCAs) and the similar multi-year LTAs from SK Hynix, Samsung, and Kioxia are explicitly structured as non-cancellable with binding take-or-pay volume commitments over 3–5 years.
@LightLawli58649@spacepixel this time is different because they have long term agreements of 3 years+ with multiple partners. these agreements have floor prices with higher margins that are above the past boom cycle peaks. do you understand what this means? or do you guys not read earning reports
@nobrainflip finally someone got the timeline right this is baked in every cycle easy to map out people just look at the charts and measure the distance from halving to peak to bottom for the last 3 cycles
@Cranial_NerveX@SingularityRes@jabbadahut2020 lol they can’t make hbm if they can it’s not up to spec and if they can even make it their yields would be ass and even then they wouldn’t even be able to fulfill 0.1% of the demand in china. maybe they have a chance in 2028
@SBF_FTX@realDonaldTrump Sam bankman-fried's pardon strategy:
1. Tweet pro-trump from prison
2. Claim you were secretly republican the whole time
3. Hope nobody mentions you were biden's #2 donor
@SBF_FTX sam bankman-fried's pardon strategy:
tweet pro-trump from prison
praise every airstrike
claim you were secretly republican the whole time
hope nobody mentions you were biden's #2 donor