Comment on Nvidia projects $673B in sales as AI demand widensparentComments−dmix17dThere's been lots of investment in memorySK Hynix (together with Samsung and Nvidia) claims $700B investment [1], Samsung itself is investing $70B, Micron $25B, Sandisk announced $31B today [2][1] https://asia.nikkei.com/business/technology/artificial-intel... [2] https://www.wsj.com/tech/kioxia-sandisk-to-invest-more-than-...
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There's been lots of investment in memory
SK Hynix (together with Samsung and Nvidia) claims $700B investment [1], Samsung itself is investing $70B, Micron $25B, Sandisk announced $31B today [2]
[1] https://asia.nikkei.com/business/technology/artificial-intel... [2] https://www.wsj.com/tech/kioxia-sandisk-to-invest-more-than-...