Micron’s DRAM Revenue Shot Up 343% Compared to Last Year, Courtesy of RAM Shortage
THE SO WHAT
A 343% DRAM revenue jump on AI-driven RAM scarcity is a reminder that memory, not just GPUs, is a core choke point. If your roadmap assumes cheap, abundant RAM for AI workloads, revisit TCO models and consider architectures that are less memory-hungry.
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