Chubby♨️@kimmonismus · XAI 摘要
对我们来说不太乐观： "即使AI泡沫破裂，价格也不太可能改善。三星、SK海力士和美光已经花费数十亿美元重新配置实体厂房空间，用于生产复杂的AI内存芯片。此外，这三家公司还签订了长达2030年的多年供货合同。无论数据中心需求是否降温，对科技巨头的法律义务依然存在。"
Doesnt look good for us：
"Even if the AI bubble bursts， prices likely won't improve. Samsung， SK Hynix， and Micron have already spent billions reconfiguring their physical factory floor space to produce complex AI memory chips. Furthermore， the trio are locked into multi-year supply contracts that stretch as far out as 2030. Regardless of whether data center demand cools down， the legal obligations to corporate tech giants will remain."