Community Updates
A stream of short-form insights, takes, and news from the AI Socratic community.
Memory prices could collapse as China floods the DRAM/NAND market
China's CXMT RAM is selling for $150, while the global average price is around $300 to $400. Chinese memory giants CXMT and YMTC are aggressively ramping production. Sources: tweethttps://x.com/BullTh
Federico Ulfo
May 31, 2026
US: aliens applying for a Green Card must temporarily return home to apply
Sources: DHSgov tweethttps://x.com/DHSgov/status/2057817233200418837
Federico Ulfo
May 31, 2026
$1T China Infrastructure, 30-Year Payback
🇨🇳 China is committing roughly $1T to AI/energy infrastructure with a planned 30-year recoup horizon. Patient capital at a scale Western markets aren't structured to deploy. Sources: tweethttps://x.
Federico Ulfo
May 31, 2026
Fiber optics cable cost 8x up
Fiber optics is still happening at the battlefield, although not as much as it used to be. It's extremely pricey now. We used to buy 50km spool for $300, now it's easily $2500. At least a positive sec
Federico Ulfo
May 31, 2026