He predicts Micron's market valuation will eventually surpass Meta's.
One of the best shows I have ever done.
1. The biggest problem today is power.
2. We will see large resistance to data centre buildout continue.
3. Micron will be worth more than Meta.
4. Export controls have meant China has developed their own architecture.
Alongside their ability to build data centres faster and cheaper, this makes them a real threat.
This and so much more on Monday but holy s*** this was like next level @AravSrinivas
He predicts Micron's market valuation will eventually surpass Meta's.
One of the best shows I have ever done.
1. The biggest problem today is power.
2. We will see large resistance to data centre buildout continue.
3. Micron will be worth more than Meta.
4. Export controls have meant China has developed their own architecture.
Alongside their ability to build data centres faster and cheaper, this makes them a real threat.
This and so much more on Monday but holy s*** this was like next level @AravSrinivas