AI Giants Are Entering Into Years-Long Memory Contracts, Proving To Be the 'Best Case' Scenario For Suppliers, But Terrible For Everyone Else
… Hyperscalers Are Willing To 'Risk It All' to Secure DRAM Supply, Even Entering Into Contracts That Could Backfire The memory markets entered an interesting phase over the past few weeks, as 'widespread' panic among retailers and some elements of the supply chain led them to believe that the release… …