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Big AI has PC users furious. Nvidia and Micron's weird emotional appeals make it worse
(www.pcworld.com)
This is a most excellent place for technology news and articles.
Your TAM is about to go bam, so cut the shit and make us some RAM.
I can't take anything that uses the word "tremendously" seriously any more.
Bigly agreed
Slammed!
They gotta get while the getting's good or they'll miss out on that margin
Yeah but your TAM (who you could possibly sell to) is the biggest concentric circle, inside that is the Servicable Addressable Market (who you could feasibly sell to) and your SOM (serviceable obtainable market, who you are actually selling to) and the consumer market is who you were actually selling to.
It could be that these data centers never become serviceable or obtainable, and this is all just predictions with no actual product making it into a machine.