the memory cow(@memorycowmoo):gMOO🐮 Here we go again. This time it's Anthropic. If a company consumes a lot of memory to run its business and its only means of getting it is purchasing from the market, what is the incentive for the said company to publicly state that there is a sustained memory supply shortage? Maybe it understands that however it tries to spin the narrative, it won't change the reality, and the memory chip makers hold the pricing power regardlessly?🤷 Don't let the short term price action muddle the vision⚡️ The vision is getting clearer though, day by day, only a matter of time. Moo that

2026.10.27 16:59

gMOO🐮 Here we go again. This time it's Anthropic. If a company consumes a lot of memory to run its business and its only means of getting it is purchasing from the market, what is the incentive for the said company to publicly state that there is a sustained memory supply shortage? Maybe it understands that however it tries to spin the narrative, it won't change the reality, and the memory chip makers hold the pricing power regardlessly?🤷 Don't let the short term price action muddle the vision⚡️ The vision is getting clearer though, day by day, only a matter of time. Moo that

Semiconductor Insider@SemiconductorsX

2026.10.27 03:42

If the company behind one of the largest AI compute commitments is already saying there is no assurance the three main memory suppliers can deliver on time, does the next constraint stay on how fast those suppliers can add capacity, or on how many more buyers lock in the remaining volume first? $MU $SKHY #Samsung# In its S-1 filing with the SEC, Anthropic named Samsung, SK Hynix, and Micron as the dominant producers of high-bandwidth memory.