Premium: The Hater's Guide To The Memory Crisis
A lot of AI spending gets talked about like it's abstract, inevitable, almost weightless. Then you look at memory costs, who controls supply, and how much of this buildout depends on debt, and suddenly the whole thing looks much more fragile.
Why memory changes the math
Concentration and the collusion question
NVIDIA as the demand center
The hyperscaler spending loop
What a pullback would actually break
Consumers eventually pay
What holds up best
Source:
Ed Zitron's Where's Your Ed At — Premium: The Hater's Guide To The Memory Crisis
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