Can you elaborate on the collusion aspect? Is the implication that OpenAI and Anthropic are coordinating their purchases in such a way that they target the hobbyist market? What’s the collusion angle here?
OpenAI signed letters of intent for 40% of the DRAM supply because they have no moat and want to starve their competition.
OpenAI signed letters of intent for 40% of the DRAM supply because they have no moat and want to starve their competition.