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Hybrid Was Strategy. The Memory Market Just Made It Arithmetic

Hybrid Was Strategy. The Memory Market Just Made It Arithmetic

Ask anyone who has priced a server in the last six months. Quotes that used to hold for thirty days are now valid for a week, sometimes forty-eight hours. Configurations get re-quoted between the proposal and the purchase order. This is not normal market noise. Something structural has changed. The “something” is a memory. DRAM...