Over the past few weeks, several US banks have pulled off from lending to Oracle for expanding its AI data centres, as per a report.

Over the past few weeks, several US banks have pulled off from lending to Oracle for expanding its AI data centres, as per a report.

  • brucethemoose@lemmy.worldEnglish
    8·
    2 days ago

    That’s not true, from what I’ve read:

    https://www.trendforce.com/presscenter/news/20251113-12780.html

    despite higher ASPs boosting profitability across the memory industry, capital spending on DRAM and NAND Flash is only anticipated to increase modestly in 2026. This limited investment growth is unlikely to significantly affect bit output.

    Memory makers seem skeptical, hence aren’t planning to spend on more capacity in 2026.

    • xep@discuss.onlineEnglish
      4·
      2 days ago

      They also have a history of forming cartels and colluding to fix ram prices, so I doubt prices will normalize for a while.