I fear that the real reason we do have a shortage, I mean, the real reason for the demand, is AI companies scooping what they can so that their competitors, whether existing or incumbent, can’t get to it.
This was one of the theories behind the wafer buyout by OpenAI indeed. Pretty efficient way to make everyone panic and cut off of new hardware.
This was one of the theories behind the wafer buyout by OpenAI indeed. Pretty efficient way to make everyone panic and cut off of new hardware.