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The enthusiasm for Datacenters has not diminished, but the giants have indeed pressed the "pause button."
Analysis indicates that overall capital expenditure in AI remains strong, and market demand is not retreating but is rather in a "temporary pause." According to McKinsey's forecast, the Datacenter market is expected to maintain a growth range of 20% to 25% over the next five to seven years, although the growth rate will fluctuate year by year.
103459102 : no effect still up drop little
101676347 : step shit again..
102989140 : people too optimistic
CristeLi : DRAM is produced in Xian, China.
HBM is a component of GPU.