How? They weren't doing poorly before 2026, and as far as I can tell, their profits have risen dramatically.

What if Oracle, Anthropic and OpenAI can't pay their infrastructure bill?

Then memory goes back to pre-2026 pricing and memory is still profitable with a cartel market of less than 5 manufacturers.

	▲	yvdriess 10 minutes ago \| parent [-]
		But only in 2028 because all the wafers rotting away in the warehouses are HBM which are too expensive to package or integrate into consumer electronics with tighter margins. Looking forward to having enthousiast-grade GPUs with HBM again though.