Teng Yan
@tengyanAI
Ex-doctor. I publish the AI infrastructure & supply chain intelligence you can't get anywhere else. Building @tessara_ai
Joined August 2020
7.3K Following 48.9K Followers
Memory stocks took a heavy hit this wk but DDR5 server RDIMM spot just moved +27.9% in 30 days to $1,375.
that's the memory market pricing in AI server demand before the supply side can respond.
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