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Eric Maugendre about emissions
data.yt
did:plc:ghfylraepxvzz7zjex4nelzw
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A chip maker adjusts to demand: slows the production of AI-specialized chips to increase their delivery of general-purpose DRAM.
#AIBubble #demand #leverage #inflation #sellerInflation #commodities #semiConductors #humor #markets #humour #sarcasm
https://no01.substack.com/p/the-bigger-the-boom-the-harder-the
2026-06-27T06:34:57.767Z