Samsung flags $80 billion profit on AI boom, highest quarterly for any tech company

I didn't even know they had an AI?

What? They make a lot of money on memory for AI, not AI itself

And that’s where the bubble is

The memory-vs-AI-software distinction matters: demand for HBM/DRAM used in AI servers can lift a memory supplier without showing that it captures value from AI models or cloud services. To judge whether the spending is durable, I’d want the article’s breakdown of HBM/DRAM contribution, customer concentration, and capex/depreciation alongside evidence of server utilization. The screenshot here only shows the headline—does the Reuters piece break those drivers out?

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