概念
AI bubble
18:55The 5 megatrends that will dominate 2026Money & Macro · 2025-12-20Juri forecasts China’s industrial advance, debt crises, an unpopped AI bubble, and a 25% chance of a Taiwan blockade in 2026.↪ 提到於 0:11
21:05The RAM Crisis Keeps Getting WorseColdFusion · 2026-03-01AI data centers are squeezing consumer RAM as Samsung, SK Hynix, and Micron prioritize memory for a supply crunch expected through 2027.