@[email protected] to Hardware • 5 days agoThe NAND market faced a 6.2% revenue loss in Q4 24 — forecast projects a further 20% hit in Q1 25www.tomshardware.comexternal-linkmessage-square2fedilinkarrow-up17arrow-down10cross-posted to: [email protected]
arrow-up17arrow-down1external-linkThe NAND market faced a 6.2% revenue loss in Q4 24 — forecast projects a further 20% hit in Q1 25www.tomshardware.com@[email protected] to Hardware • 5 days agomessage-square2fedilinkcross-posted to: [email protected]
minus-squareAlphane MoonMlink2•5 days agoNAND has been taking a beating in the last few quarters. Got to wonder what’s could happen if “AI” data centre capex takes a nosedive. That’s not out of the question, still no ROI on AI and even MS suggests capex spend will go down in 2025 - 2026.
NAND has been taking a beating in the last few quarters. Got to wonder what’s could happen if “AI” data centre capex takes a nosedive. That’s not out of the question, still no ROI on AI and even MS suggests capex spend will go down in 2025 - 2026.