build1 distinct publisher
Memory is 30% of hyperscaler capex, and the cheapest fix is the DDR4 you already own
Contract prices roughly tripled in two quarters. Marvell is selling recycled DDR4 behind CXL, but its reference customer, Meta, did the job on an ASIC of its own design.
Publishers:tomshardware.com
Reality
- Evidence63
- Adoption38
- Hype gap+33
- Incentives74
- Confidence58