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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 highlighted that a shortage of memory components will drive up costs in the AI sector. He dismissed concerns about an AI capital expenditure bubble, suggesting that supply chain issues will have a more significant impact.
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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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