1/ The bottleneck moved. For two years the scarce resource was Nvidia's GPUs. Now it's the high-bandwidth memory that si...
reactive:great-ai-silicon-shortage · ᴛʜᴇ ᴅɪʏ ɪɴᴠᴇꜱᴛᴏʀ (@investor_diy) · 2026-05-27
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