Episode Details

Micron makes 'difficult decision' to take the dumptrucks full of money

https://pivot-to-ai.com/2025/12/04/ai-screws-us-over-again-memory-shortages-crucial-shutting-down/ - text

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Sources:

• Micron Announces Exit from Crucial Consumer Business https://investors.micron.com/news-releases/news-release-details/micron-announces-exit-crucial-consumer-business
• DDR4-3200 2x8GB (Average price in USD over last 18 months) https://pcpartpicker.com/trends/price/memory/
• Solid State Drive : M.2 NVME 1 TB (Average price in USD over last 18 months) https://pcpartpicker.com/trends/price/internal-hard-drive/#storage.ssdm2nvme.1000
• The AI frenzy is driving a memory chip supply crisis https://www.reuters.com/world/china/ai-frenzy-is-driving-new-global-supply-chain-crisis-2025-12-03/

Previously on Pivot to AI:

• AI winter is in the air! But we think the AI bubble keeps going until 2027 https://pivot-to-ai.com/2025/08/23/ai-winter-is-in-the-air-but-we-think-the-ai-bubble-keeps-going-until-2027/
• video: https://www.youtube.com/watch?v=vp1-3Ypmr1Y&list=UU9rJrMVgcXTfa8xuMnbhAEA

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