Half of CapEx on memory
1:03:43–1:03:58 · 15s
Dwarkesh cites a jaw-dropping stat that hyperscalers are spending around half their CapEx on memory; Reiner says it’s believable.
1:03:43–1:03:58 · 15s
Dwarkesh cites a jaw-dropping stat that hyperscalers are spending around half their CapEx on memory; Reiner says it’s believable.
We use cookies to understand how you use our platform and to improve your experience. Click "Accept All" to consent, or "Decline non-essential" to opt out of non-essential cookies. Read our Privacy Policy.