The global hardware shortage has only just begun. 🤖 Very few people are currently using AI properly—most only occasionally ask light questions using free accounts. As Musk said, a significant portion of future memory will go not to data centers, but to physical AI—robots—because robots are ultimately what will truly enhance human productivity. When robots take over not just factories but household chores too, the demand for memory and compute will far exceed what we can imagine. Building a single memory fab takes years. Regardless of debates around the AI bubble, supply shortages won’t disappear easily. And powering that compute ultimately comes down to electricity and cooling. (Not investment advice)