4DS - Anything but Charting, page-23396

"...they need to get costs down.
it remains a niche $300M USD technology until costs reduce by at least half if not more."

Hash, for someone allegedly well researched, it almost seems like you are studiously avoiding any reference to the power savings to be gained by minimising the role of DRAM.

It is widely published that cloud and general purpose data centres consume approaching 3% of global power, And DRAM on its own  devours 30% of that total.

And... are we forgetting  the growing energy crisis, where energy costs are tripling, quadrupling and more (it does seem to be an inconvenient truth for your purposes).

That operational cost saving has been central to the company strategy all along.  Did Desu overlook that?  And to suggest that costs of production are now a problem, that has never been on the agenda.

Same as Tex has tried on, along with a failed attempt to have us believe that endurance is inadequate and FUD from there. But now Tex chooses to not address my questions about his assumptions, I wonder why?

This channel is effectively poisoned because of deliberate attempts to deceive.  I guess you are proud of that.

Do YOUR own research.