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mr_toad 4 hours ago

The data centers have already been financed, they’re not going to stop halfway through because they’ve run out of money. Whether or not they’ll make money on completion is a different story, but that’s 2-3 years away at least. Then you might see RAM prices drop, but not before.

inigyou 3 hours ago | parent | next [-]

Financed means they have a promise to get the money, it doesn't mean they have the money.

m4rtink 3 hours ago | parent | prev [-]

I would not be so sure - for example Oracle is already struggling to finance its datacenter commitments:

https://www.tomshardware.com/tech-industry/shareholders-sue-...