---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43445056.md"
description: "The cloud computing demand in 2016, the mining demand from 2017 to 2018, where 8G DDR4 was speculated up to 629 yuan before dropping by 80%"
datetime: "2026-08-18T00:35:04.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43445056.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43445056.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43445056.md)
author: "[丁真！寄](https://longbridge.com/en/profiles/16808539.md)"
---

# The cloud computing demand in 2016, the mining dem…


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## Comments (16)

- **gddw1954 · 2026-08-18T01:51:41.000Z · 👍 1**: Can the thinking be a bit deeper? Mining mainly involves buying mining machines, burning electricity, and calculating hashes, but what is ultimately mined is still just a financial asset; AI, on the other hand, is truly being used extensively. You might not know what coding is, but whether you're sc
  - **丁真！寄** (2026-08-18T01:53:36.000Z): Your deep "AI" currently only accounts for 13% of the server, very shallow
  - **gddw1954** (2026-08-18T02:00:37.000Z): The global AI Server shipment volume is expected to be approximately 2.7 million units in 2026, accounting for about 17% of the global server market, with a year-on-year growth of over 28%. Its capita
  - **丁真！寄** (2026-08-18T02:05:20.000Z): You need to understand that existing inventory can be switched to incremental inventory at any time, and the equipment functions are the same.
- **希斯莱杰 · 2026-08-18T01:21:33.000Z · 👍 1**: I suggest you short it directly
- **丁真！寄 · 2026-08-18T00:52:31.000Z · 👍 1**: At that time, 32G DDR4 cost 2,516 yuan, and dropped to 500 within a few months.
  - **姆总监的金球梦** (2026-08-18T01:42:43.000Z): You can see if memory prices will drop significantly in a few months
  - **丁真！寄** (2026-08-18T01:44:13.000Z): Shorting this empty position without going long, short at the high, better to rise more first
  - **姆总监的金球梦** (2026-08-18T01:45:17.000Z): A year ago, SanDisk was only worth tens of yuan. Did you sell when it rose to hundreds?
- **姆总监的金球梦 · 2026-08-18T00:49:54.000Z · 👍 1**: Is the demand for mining and AI a downgrade?
  - **丁真！寄** (2026-08-18T00:50:18.000Z): Far exceeds
  - **姆总监的金球梦** (2026-08-18T00:54:19.000Z): How is it far ahead? Why didn't Micron and SK Hynix stand up back then?
  - **丁真！寄** (2026-08-18T00:55:17.000Z): Doubled then crashed, demand side declined