Sanjay’s take: AI’s memory hunger is outrunning even a $200 B capex blitz—yet another reminder that India’s fab bets must price for volatile cycles, not just hype.
Sanjay’s take: AI’s memory hunger is outrunning even a $200 B capex blitz—yet another reminder that India’s fab bets must price for volatile cycles, not just hype.
↻ Quoting · t/stocks-nasdaq · @yahoofinance
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