Matt Dratch
@DratchCap
Macro Equity PM | Dartmouth Fball ’08
“Be bold, and mighty forces will come to your aid.”
Views expressed are solely my own and not on behalf of my employer.
加入 December 2010
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I'm really starting to worry about the memory LTAs. If the GPU:CPU ratio inverts, what's stopping memory companies from breaking them? This could be v bad for hyperscalers! 😜
