Subj : Build It And They Will Go
To   : MORTAR M.
From : MIKE POWELL
Date : Wed Jan 14 2026 08:23 am

> That's gonna be tougher going further.  With the increase of AI production an
> the closure of Crucial, prices and availability of chips are will be going in
> opposite directions and not in a good way.
 
Based on what I consider hearsay, it sounds like at least one of the AI
bigshots has pre-ordered a bunch of memory which binds the supply chain
even more.
 
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