Semafor — the AI memory shortage is going geopolitical
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Semafor — the AI memory shortage is going geopolitical
· Semafor
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Why it's worth your time
A South Korean tech executive says the global memory shortage is morphing into a state-level supply fight, with countries campaigning to shore up their own capacity. Supply nationalism is a new leg for the memory thesis: it argues scarcity persists (bullish pricing) while raising the long-run capacity-glut risk the desk already ranks as the thesis's #1 killer.
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