The timeline on this is genuinely insane.
October 2025: Sam Altman flies to Seoul and signs simultaneous deals with Samsung and SK Hynix for 900,000 DRAM wafers per month. That's 40% of global supply. Neither company knew the other was signing a near-identical commitment at the same time.
Those deals were letters of intent. Non-binding. No RAM actually changed hands. But the market treated them as gospel. Contract DRAM prices jumped 171%. A 64GB DDR5 kit went from $190 to $700 in three months.
December 2025: Micron kills Crucial, its 29-year-old consumer memory brand, to reallocate every wafer to AI and enterprise customers. The company explicitly said it was exiting consumer memory to "improve supply and support for our larger, strategic customers in faster-growing segments." Translation: the AI demand signal was so loud that selling RAM to PC builders stopped making financial sense.
March 2026: Google publishes TurboQuant, a compression algorithm that reduces AI memory requirements by 6x with zero accuracy loss. Cloudflare's CEO called it "Google's DeepSeek." The entire thesis that AI would consume infinite memory forever just got a six-month expiration date on it.
Same month: OpenAI and Oracle cancel the Abilene Stargate expansion. The $500 billion data center vision that justified the RAM deals couldn't survive its own financing terms. Bloomberg attributed the collapse partly to OpenAI's "often-changing demand forecasting."
MU is now down ~33% from its post-earnings high. Revenue up 196% year over year, EPS up 682%, and the stock is in freefall because the company restructured its entire business around a demand signal that came from non-binding letters and is now being compressed out of existence by a research paper.
Micron bet the consumer division on Sam Altman's signature. The signature was worth exactly what the paper said: nothing binding.
#AWS confirme qu'elle lancera un "cloud souverain" 🤡européen en Allemagne d'ici 2025 et prévoit un investissement de 7,8 milliards d'euros sur 15 ans.
Ça n'est plus un cheval de Troie, c'est une véritable écurie.
https://t.co/Jam9G2ZdN8
@AJCHistoire Le développement des armes à feu a fait fortement évoluer la métallurgie, en particulier les besoins en outillage de précision. L’outillage de précision et la métallurgie développés pour les armes ont été absolument essentiels pour pouvoir développer la machine à vapeur.
@AJCHistoire Parce que les chinois ont depuis toujours construit d’énormes fortifications remplies de terre, absolument indestructibles avec des canons traditionnels. En Europe par contre, les murs de pierre des châteaux et cités étaient extrêmement susceptibles à l’artillerie...
@AJCHistoire ... L’exploitation du charbon et la métallurgie avancée (acier produit en masse et non pas en creuset) était connus en Chine dès le IXe siècle, donc bien évidemment cela ne suffisait pas pour faire une révolution industrielle...
@_brohrer_ In a large public institution, I wrote a backup script for their payroll system in 2007. It was running on a Solaris 2.3 workstation from '93 with 4 2 GB SCSI disks, lying on a small table and under a thick coat of dust in the HR office... They had more than 500 employees.
Gestion des bandes #LTO sous #Linux/Unix en ligne de commande pour la #sauvegarde et l'#archivage avec tar ou #LTFS : suivez le guide!
https://t.co/tIoUE0OLEN
Pour défendre l’accès aux archives contemporaines de la Nation des assos d'historiens et d'archivistes ont déposé des remarques au Conseil d’Etat #archives#histoire#recherche
https://t.co/QICGdyFCdB
Podcast : Le HSM, Tiering et Archivage
https://t.co/3IikeLTvlk
avec Emmanuel Florac - Technical Manager and co-founder @Intellique et Frederic chomette - Directeur solutions @metanext#stockage#archivage