Musk thanks Micron for chips, and builds a $55bn fab to replace it
THE SO WHAT
A $55B “Terafab” alongside public praise for Micron underlines how memory has become a first-class constraint in AI — not just compute. If you’re planning large models or edge deployments, you need a memory strategy as explicit as your GPU plan: supplier diversity, form factors, and how much you’re willing to vertically integrate.
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