StockDuty Jun 14, 2026 07:03 AM ET
CatalystTech/AI

THE FALL IS SO STUPID

U DON'T REALLY NEED 1.5TB PER CPU FOR TRAINING, CHATBOT INTERACTIONS, AND LIGHT AGENTIC WORKLOADS

THE FALL IS SO STUPID U DON'T REALLY NEED 1.5TB PER CPU FOR TRAINING, CHATBOT INTERACTIONS, AND LIGHT AGENTIC WORKLOADS PROVISIONING THAT MUCH DRAM FOR THEM WILL JUST LEAD TO UNDERUTILIZATION AND WASTE OF RESOURCES (500GB-750GB PER CPU IS ENOUGH) MY BIGGEST FEAR WAS NVIDIA BEING UNABLE TO SELL FINISHED RUBIN NVL72 RACKS BECUZ OF THE DRAM SHORTAGE NOW THEY CAN HANDLE DEMAND IN A MUCH BETTER WAY — VIA @ZEPHYR_Z9
High-priority alert based on source significance and keyword relevance.
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