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"And at that time, that's what everybody did. If a hotel wanted electricity, they had their own electric generator. And I looked at this, and I thought, this is what computation is like today. Everybody has their own data center. And that's not gonna last. It makes no sense. You're gonna buy compute off the grid. That's AWS."

- Jeff Bezos

There are just 3 or 4 DDRAM manufacturers (SK Hynix, Samsung, Micron). They fully intend to make it impractical to purchase a server outside of the hyperscalers.


Hmm. SpaceX IPO looking like a good buy.


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