alt Hacker NewsOne possible outcome is the remaining memory manufacturers have dedicated all their capacity for AI and when the bubble pops, they lose their customer and they go out of business too.
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immibis • today at 12:05 AM
And then the RAM factories... get sold to another business, if that's more profitable than dismantling them.
I wouldn't be too surprised to find at least some of the big ram foundries are deeply bought into the fake money circles where everybody is "paying" each other with unrealised equity in OpenAI/Anthropic/whoever, resulting in a few trillion dollars worth of on-paper "money" vanishing overnight, at which stage a whole bunch of actual-money loans will get called in and billion dollar companies get gutted by asset strippers.
Maybe larger makerspaces and companies like Adafruit, RasPi, and Pine should start stockpiling (real) money, and pick themselves up an entire fab full of gear at firesale prices so they can start making their own ram...