Comment by ece
6 hours ago
Fabs are expensive and all, but maybe running a right-sized fab could have still been profitable at making optane for low-latency work that it was so good at. Even moreso with RAM prices as they are.
6 hours ago
Fabs are expensive and all, but maybe running a right-sized fab could have still been profitable at making optane for low-latency work that it was so good at. Even moreso with RAM prices as they are.
PE popped already, now Private credit is already popping, having been in too many bubbles, Datacenter bubble popped them. The whole system just isn't talking about it because the media isn't doing their job to report. There are no more good loans to make, the ROI is nil and the interest rate is spot plus 5.5%, and businesses don't want to pay 10% interest on a loan. We're ina zombie cycle