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The AI buildout, July 1: memory tightens, nuclear rips
HBM supply is the new chokepoint as Micron guides higher, the neocloud trade re-rates, and utilities keep pricing in a decade of datacenter demand.
macro compute memory energy
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HBM supply is the new chokepoint as Micron guides higher, the neocloud trade re-rates, and utilities keep pricing in a decade of datacenter demand.
Liquid cooling and the metals that wire a datacenter quietly outperformed as the market looked past the GPU to everything around it.
A strong print from the GPU-cloud operators reframed the debate from 'is there demand' to 'is there enough power and capital to meet it.'