Speaker 1: More media. Speaker 1: I'm your host ed Ze Trump, and today I'm talking Speaker 1: about the great parasite of AI and how it's making Speaker 1: everything more expensive.
Why listen
It goes beyond the title with direct discussion of speaker, memory, high, including: Hello and welcome to this week's Bear Offline Monologue.
Key takeaways
01And to be clear, before we go Speaker 1: any further, what you're seeing in these remarkable sales from Speaker 1: video and all the RAM companies in Broadcommon and all Speaker 1:
02And honestly, we don't really have Speaker 1: any breason to build these data centers
03You see, aigpus is Speaker 1: a special kind of memory, high bandwidth memory that takes Speaker 1: up more of the limited amount of fab space where Speaker 1: eske Heinex, Micron