> Right now it seems like these wafers will just be stockpiled in warehouses – like a kid who hides the toybox because they’re afraid nobody wants to play with them, and thus selfishly feels nobody but them should get the toys!

https://www.mooreslawisdead.com/post/sam-altman-s-dirty-dram...

I'm wondering this as well. Buying 40% of global production just sounds too much. What kind of user counts would they require for that much compute to pay off? Billions of people? What's the chance they could actually get that many users and charge them money? Zero?

I feel like what OpenAI has started to do was to accumulate as much compute resources as possible just so no one else has them.

Do they have the extra money to play games like that? I thought they were pulling back on ads because of the community reaction even though they wouldn't be introducing it now unless they needed it.