Technically it's a lot closer to monopsony (Sam Altman/OAI cornering 40% of the market on DRAM in a clever way for his interests that harms the rest of the world that would want to use it). I keep hoping that somehow necessity will spur China to become the mother of invention here and supply product to serve the now lopsided constrained supply given increasing demand but I just don't know how practical it will be.