We all know data centers and energy are the main thing holding AI back from absolute insane returns, AI is confirmed via Anthropic posting its 30B run revenue last month (was not supposed to be anywhere near there until EOY)
Now we have a memory chip shortage, I've been tracking some of these (MU in particular) and curious as to when I see a major announcement, we see a decline in these mem chip providers due to no real guidance on their ability to support increased demand in their guidance
Is anyone else tracking this?