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A comment on Micron CEO Says Memory Supply Will Be Much Tighter in 2027 and 2028 Than in 2026. Parent comment

Re:Micron CEO Says Memory Supply Will Be Much Tighter in 202... by wood_spirit on Friday October 02, 2026 @02:58AM (#49930585)
https://www.dwarkesh.com/p/john-beren-charlie Is one of many and it describes how the dynamics well and talks about how proxy logs help.
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Re:Micron CEO Says Memory Supply Will Be Much Tighter in 202... by lnenad on Friday October 02, 2026 @03:09AM (#49930657)
Thoughts/opinions aren't source.
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Re:Micron CEO Says Memory Supply Will Be Much Tighter in 202... by wood_spirit on Friday October 02, 2026 @12:14PM (#49935211)
The people in that interview stating this are working at the forefront of open source models and research and includes a cofounder of OpenAI. They don’t say it like it is conjecture.
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