alt Hacker NewsI think that is misinformation caused by circular logic. DDR prices stopped risking, simply because supply reached equilibrium vs demand and willingness of customers to overpay. The Micron stock price also had minor correction. Suddenly internet is full of articles how it is all caused by TurboQuant release or OpenAI giving up on its huge wafer orders.
Looks very similar like attempts to explain random crypto price changes with any (un)related news.
Am I wrong that essentially what OpenAI tried to do is to short squeeze the memory market?
What happens if they decide to dump all the stock they don't actually need anymore?
Will half the memory industry run into the ground because of the oversupply means their current production is unsellable?