Re: HDD whining

[Randy Bush via NANOG <nanog () lists nanog org>]

> I wish they'd get more fabs online, or pop the AI bubble already.

< comment from peanut gallery >

if you're a RAM or drive maker, do you

  o keep your current manufacturing capacity, run it to the max, and
    charge ridiculous prices, or do you

  o follow the crazy AI folk, borrow to your eyelids, spend massive
    capex to increase capacity, and hope the AI bubble does not burst?

i think i would choose the first

randy
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