“price hikes on memories, there's difficulty on IDC…” — Odd Lots at 17:59
“price hikes on memories, there's difficulty on IDC centers, and the huge spending on servers. So my point is, as I say for, on every project, you need to look at the entire lifecycle, not only at one time, but also the pacing is important, because the foundation model R&D always takes a few months, right? So these…”
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