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Forget the Artificial Intelligence (AI) Capex Bubble: SpaceX CEO Elon Musk Says the Memory Shortage Will Drive Costs Even Higher - The Globe and Mail
theglobeandmail.com·August 8, 2026·1 min read
AI Summary
Elon Musk warns that a memory shortage will increase costs in the AI sector, countering the idea of an AI capital expenditure bubble. He emphasizes that the limitations in memory capacity will impact future AI investments more significantly.
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Forget the Artificial Intelligence (AI) Capex Bubble: SpaceX CEO Elon Musk Says the Memory Shortage Will Drive Costs Even Higher The Globe and Mail
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