I have a few cryptobro buddies that, although they aren’t MAGA by any stretch of the imagination thankfully, were nonetheless excited by all the talk about Trump being “the crypto President” at the beginning of his term.
I tried warning them all that everything Trump touches turns to shit…
Where the fuck is all of that dram coming from though? Already huge shortages and inflated pricing just from the data centre build outs (something like 70% of all dram is projected to be going to data centres in 2026-27). This isn't something you can just ramp up production on either, a Fab for building the chips takes 3-4 yrs alone to build. I've seen estimates of 15-18 Fabs being needed, at 20B a pop and they're not exactly something you can build ~15 of concurrently. Highly, highly specialized build requiring pretty rare technical skills with different types of Fabs requiring different types of technicians.