Altman went to Samsung and poured cold water on the room in front of 50 executives: Demand for AI memory and data centers is being double-counted, and the only companies truly driving demand are OpenAI and Anthropic.
Put simply, every level of the supply chain reports demand, so the same demand can get counted several times. Chipmakers are expanding capacity based on those figures; if they discover one day that the numbers were inflated, the first to get hit will be the stocks that have risen the most.
$NVDA
Put simply, every level of the supply chain reports demand, so the same demand can get counted several times. Chipmakers are expanding capacity based on those figures; if they discover one day that the numbers were inflated, the first to get hit will be the stocks that have risen the most.
$NVDA