Comment Re:Thanks, AI bubble! (Score 1) 82
Which they'll shutter or repurpose if the demand plummets. You think they're going keep those factories churning out memory chips if prices drop significantly?
You're right, they'll run the numbers and take whichever path maximizes their net profit -- but shuttering (or even heavily modifying) a facility that they've just invested $$$$ into is unlikely to be found to be their most profitable option. More likely they'll try to sell memory chips at a profit of +$.25 per chip in large volumes, because when you've got is a giant hammer, hammering lots of nails is what you can do best.