Any time there's potentially positive news about storage and memory supply—such as increasing supply from China—I can't help but think 'sure, but the AI industry will guzzle through it regardless.' Not only is demand seemingly insatiable, but sometimes new developments that encourage even more memory use come along. Case in point here with Nvidia Rubin.
As SE Daily reports (machine translated), Nvidia's new 'context memory storage' (CMX) tech, which should be here with its new Rubin servers later this year, is going to chomp through a whole bunch of NAND.
