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this post was submitted on 05 Feb 2026
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Good. If the memory sector is ignoring the consumer sector which also includes large corporations like Dell that sell direct to consumers from regular people to large corporations ram manufacturers deserve to start losing a chunk of their previous business.
Individually we don't matter. But, Dell, HP, Acer, and Asus potentially opting for other sources is a big deal.
They need to learn the consequences of going all in on AI data centers.