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Is the DRAM price spike in Sept 2025 and cooldown in November a sign of reduced AI demand ?
·442 words·3 mins
After a sharp surge in RAM prices through September 2025, the market is showing early signs of correction. Does this show a part of reduced demand for AI GPUs or this is a smaller correction?
Public data sources: Netherlands
·102 words·1 min
I use different data sources to model and develop systems thinking on subjects. I have built some models from these sources.