India, Dec. 18 -- Opening thoughts. Some of you may remember I had spoken about increasing memory prices, during our conversation in my other newsletter called Neural Dispatch, a few weeks ago. Micron, a big memory player, decided this month that it'd be prudent to shut down their consumer business, called Crucial, and instead focus on that "AI-driven growth in the data centre has led to a surge for memory and storage". They say it is a difficult decision, one that must be taken to improve supply for larger, strategic customers. Basically, they are going all in on AI and data centers because that is where they see the money. In a way this does make business sense, if one looks at it purely from that standpoint, because it isn't as simple ...