Hock Tan said the truth and yet Zuckerberg announced to spent even more money on AI.


While Meta and Google are making good money from their AI optimized ads, OpenAI and Anthropic haven’t found a profitable business model. The cheaper open Chinese models are forcing them to lower the prices even further while newer models get better. It’s a race to the bottom, AI is already a commodity!
# CXMT DRAM Breakthrough Hammers Memory and Optical Stocks — Panic or Repricing?

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