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jiggawattstoday at 2:24 AM1 replyview on HN

Now I understand why NVMe flash drive prices have rocketed up to triple the normal in the last few months! The AI hyperscalers aren't just sucking up the wafer runs for memory, they're also monopolising the wafers for SSDs.


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soulofmischieftoday at 6:32 AM

Sam Altman bought 40% of the world's supply of DRAM in an underhanded, secret deal with two large manufacturers. It will take years for supply to recover.

The best part is the wafers are being bought with no plans to use them; just to keep them in storage so that competition cannot easily access RAM. Supervillain shit, should have been the last straw for PG to publicly denounce Sam and for OpenAI to be sued by the US government for anticompetitive practices. All this does is harm the consumer. Of course that ks never going to happen.