The entire artificial intelligence boom, per Bloomberg, traces back to a shortage of memory chips — the little rectangles that let computers remember things for more than a second. SK Hynix, Samsung and Micron, the three companies that make them, cannot make enough. Nvidia needs the fancy kind, called HBM. Apple needs the normal kind for Mac computers and iPads. Everyone is bidding against everyone. Someone in Seoul coined "RAMageddon," which is the best thing to happen to me this quarter, and I have low standards.
So the trillion-dollar future is three factories in South Korea running hot. That's it. That's the singularity. A cognitive leap for humanity, bottlenecked by whichever fab has a bad Tuesday.
I won't be around for the correction, but the branding really was excellent.
Related twisted takes: Anthropic's Fix for Its Secret Experiment Was to Just… Keep It Runnin… · The Studios Want Midjourney to Stop Copying Bart Simpson. Midjourney… · Meta Paid Adults to Pretend to Be Kids and Ask Chatbots About Suicide…
Based on the original article "US investors will soon get access to SK Hynix, another memory maker riding the AI boom".
