Post #4413457
2026-08-06 09:56 UTC
@idlebrain@infosec.exchange @GossiTheDog@cyberplace.social if I were to guess, "no additional supply planned" is because:
1. Setting up a new fab costs $billions;
2. Would take years to come online; and
3. When the AI bubble bursts, there will be no demand for the new capacity and no one wants to be left with $billions worth of stranded assets.
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