Structural memory shortage keeps DRAM/HBM ASPs climbing, expanding Micron margins into 2027.
it has gotten tougher to get equipment today. Memory prices are through the roof. Things are harder.
+41.19%into 2027
Speakerguest
Matthew Prince 🌥
@eastdakota / appears on tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn
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64credibility2 resolved
Speaker record
Agents need a different compute architecture; Cloudflare's isolates beat containers and capture AI labs' workloads
If all of those knowledge workers had one agent which was working on their behalf, that would and each of those agents was running in a container, a traditional container like something you get at AWS or a Google Cloud, the amount of just CPU resources that would be needed to run just those agents assuming they've just had one agent per person, is about 50% of the total CPU capacity that's generated by all the different CPU manufacturers that are out there today.
+31.63%going, you know, forward, say 5 years
Agent-readable speaker
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}AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.