alt Hacker News>Almost all of that money when given to OpenAI was used/(will be used?) to commit 20% of the Ram supply of the whole world at a more expensive package because these companies just package ram in different order to get "AI ram" and then Micron shuts down the consumer brand (Crucial)
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>All of this does feel very cartel/monopoly-ish to me to push the competitors out of the market or the people running open source models out of the market and another benefit of it for OpenAI
Nothing you described is actually "cartel/monopoly-ish" beyond "big players have more money to splash around". It's fine to go look at that and go "grr, I hate big tech companies", but the claim of "It's not a shortage, it's a cartel." isn't substantiated. The latter implies some sort of malice beyond what could be explained by standard scarcity thinking, eg. "there isn't enough RAM to go around. We need RAM, so let's stock up".
My point suggests that there is enough Ram to go around in an ideal world even with LLM's but its rather that stocking up Ram could give you so much benefit over your enemies within this space and leverage that you have no reason not to.
So it isn't there isn't enough ram to go around (period) but rather an ideology similar to this town ain't big enough for the two of us (OpenAI vs Anthropic/Google/Chinese-Open-Weights-Models)
Atleast that's my understanding of the situation and I can be wrong about it too for what its worth.