Extreme left as defined in US falls somewhere around center-center right in EU on most issues.

Slightly different part, same process. The bigger bottleneck is packaging - HBM is 3d stacked.

Same memory production capacity can be allocated to ddr5 or to hbm and openai signed contracts with sk hynix and samsung, the two largest ram manufacturers in the world, and bought a significant percentage of next year’s production.

DDR5 prices started spiking as that deals impact propagated through the supply chain. I bought a 2x32 6800 Cl30 kit for 195 euro 12 days ago. It was 330 euro 4 days later.

CATL wholesale pricing per kWh is already almost 50% below lifepo with a goal of sub $20/kWh pricing in coming years.

More durable, cheaper, can be operated at a wider temperature range and much safer, but at a cost of lower energy density.

They look like a big step forward for uses where density matters little, like grid energy storage or small scale home backups.

Diving head first