When RAM gets so expensive that even Samsung won’t buy Samsung from Samsung, you know the market has officially entered comic mode. At this rate their next quarterly report is just going to be one division sending the other an IOU.
Overleverage / debt, and refusing to sell at a certain price, are actually very different things though. OpenAI might be a tire fire, but Samsung is the gold pan seller here, and presumably has an excellent balance sheet.
Overleverage / debt, and refusing to sell at a certain price, are actually very different things though. OpenAI might be a tire fire, but Samsung is the gold pan seller here, and presumably has an excellent balance sheet.