I mean traitor implies there’s an allegiance to someone. But because it’s a company, that allegiance is to profit. It doesn’t matter that they pissed off consumers, they are now producing for enterprise customers (B2B) and from what I know they are making good money on that. To be clear, they make money from customers like Microsoft and Nvidia, and those can afford it because openai et al is renting their infrastructure, and chatgpt is about to go bankrupt, but for now micron is doing incredibly well.

My prediction is they will get hit by a chatgpt bankruptcy and datacenter regulations and thus this is very short term and long term this will be way more risky, but I also don’t think demand for datacenters will shrink generally.

But yeah, ad the optics for consumers go, they kinda burned some bridges.