.@​firstadopter's framework around compute hoarding: "SK Hynix executives said during their IPO run that their customers are asking 5-6x more than they're able

.@​firstadopter's framework around compute hoarding: "SK Hynix executives said during their IPO run that their customers are asking 5-6x more than they're able to serve and they're going to double capacity over the next five years. Their customers, I'm going to assume it sounded like Jensen, are as…