Musk: memory price shock 'like nothing I've seen', Micron margin hits 87%
XFreeze · x · 2026-11-02
Elon Musk, speaking privately to top US tech CEOs, said he has never seen a supply chain price shock like the current memory crunch. Micron is running an 87% gross margin, signaling how tight memory supply has become. Compute is no longer the only bottleneck — memory is now just as critical, and those building the largest clusters feel the constraint first.
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