# HBM demand — X 热门讨论 (2026-10-08 16:16 UTC)
## @fitz_keith (Keith Fitz-Gerald) · 10-08 13:24 · ♥63 ↻7 💬12 $NVDA and $AMD are down in the premarket on higher yields and oil. The usual suspects are fretting about “how much money is being spent on AI.”🤦♂️
Meanwhile: • $SPCX is hunting for $40B just to buy more Nvidia chips • AWS is planning to deploy two million Nvidia GPUs • Lisa Su is locking down HBM supply years in advance • OpenAI just picked AMD CPUs for its own accelerators
Rates move day to day. Sentiment shifts. Demand is another story.
Stay focused, stay disciplined. You got this - I promise! 😃 https://x.com/fitz_keith/status/2108186701306712137
## @MentoviaX (MentoviaX) · 10-08 12:15 · ♥63 ↻1 💬10 $MU Samsung just guided to $80B in quarterly operating profit, almost 9x last year. The surprise for Micron isn’t HBM demand; it’s the second-order windfall: HBM capacity crowds out conventional DRAM, lifting prices across both markets. That’s a broader earnings engine than AI accelerators alone, although elevated margins will ultimately attract more supply. https://x.com/MentoviaX/status/2108169496435245499