---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43007667.md"
description: "The approximately $50 billion AI memory supply agreement between Dazi and Oppa—supposedly a bullish signal—has been interpreted by some as proof of how much capital AI construction is consuming."
datetime: "2026-07-28T16:52:49.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43007667.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43007667.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43007667.md)
author: "[冲动是魔鬼不做赌狗](https://longbridge.com/en/profiles/17766278.md)"
---

# The approximately $50 billion AI memory supply agr…


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## Comments (7)

- **一买就被套 · 2026-07-29T03:16:50.000Z · 👍 1**: Mainly couldn't buy in, got blocked.
  - **全村炒股希望** (2026-07-29T03:17:29.000Z): Just open a 🪜, set it to global mode.
- **五千万退休 · 2026-07-28T17:19:21.000Z · 👍 2**: If memory prices drop, it's just scrap paper. How much is the penalty anyway? Don't you get it?
- **LLei · 2026-07-28T16:58:34.000Z · 👍 6**: Don't say it was supposed to go up. No, that's just how it is. That's the market.