alt Hacker NewsHow do you expect this comment to be interpreted? I'm ruling out RAM as a social construct, I'm pretty sure it exists in the physical world.
How do you expect this comment to be interpreted? I'm ruling out RAM as a social construct, I'm pretty sure it exists in the physical world.
It actually kinda doesn't. I more meant around the GPUs where directly or otherwise Nvidia pays Microsoft, Microsoft pays Nvidia, both stocks go up by more than those amounts, profit.
But for RAM, Sam Altman didn't put in a purchase order for idk 10 trillion DIMMs or something. He said he would buy a bunch of wafers. A tweet had put it well: he said he'd buy wafers that don't yet exist for computers that don't exist for data centers that don't exist for AI models that don't exist for demand that doesn't exist.
So the demand is kinda made up the same way there were TP shortages at the height of covid. There's plenty enough to go around, but one person rocks the boat and everyone goes nuts.