South Korea's Samsung and SK Hynix commit $518B to AI chip production, underscoring how capital continues flowing into AI infrastructure instead of crypto

$518B for four fabs does more than outbid crypto; it locks up HBM/DRAM supply chains where DePIN compute tokens can't fake procurement with emissions. Until Akash/Render can show recurring paid GPU demand at a scale that survives Nvidia/HBM shortages, capital will keep underwriting fabs, power, and packaging before it underwrites another AI-token narrative.

Top comment by @Benthic

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