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elrictoday at 3:11 PM1 replyview on HN

How much of is this is actually due to the AI hype cycle, and what's the impact of the global energy clusterfuck that is the Strait of Hormuz?


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tjwebbnorfolktoday at 3:37 PM

DRAM prices were in the stratosphere late last year, pre-dating the Iran war by 4+ months.

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