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| ▲ | chvid 7 hours ago | parent | next [-] |
| True - but what is happening now is very destructive to a lot of important companies. |
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| ▲ | ethbr1 7 hours ago | parent [-] | | Indeed. There's a reason the US government has historically stopped air traffic / railroad / longshore strikes: cascading effects. If memory is now upstream of so many companies, then maybe a higher regulatory involvement would be appropriate (like power companies). Specifically, and it could fix all of this, capping the max % of their supply they're allowed to sell into the AI space. | | |
| ▲ | nixon_why69 7 hours ago | parent [-] | | I hear what you're saying but memory ultimately is not infrastructure, it's a commodity that's shipped over infrastructure. The arguments for infrastructure being managed more tightly by the government is because it's a natural monopoly that everything depends on. Memory isn't a natural monopoly, if we found ourselves in a spot where we all depend on 3 companies then that's not a law of nature, we need more companies. |
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| ▲ | stingraycharles 8 hours ago | parent | prev | next [-] |
| It’s temporary revenue, it’s not as if those businesses are suddenly fundamentally better. To me it seems like they’re just riding the AI hype out, expecting a crash after, and not willing to risk a lot of capital on someone else’s bubble. |
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| ▲ | preisschild 5 hours ago | parent | prev [-] |
| Its not like demand will be lowered by this though, I dont see how this would be bad for ASML (besides PR-China generally not respecting IP and them reverse engineering it) |
