alt Hacker NewsIt seems that RAM manufacturers are still reluctant to increase production. They know something that investors don't about long term RAM demands?
Replies
hsbauauvhabzb • yesterday at 9:39 AM
What’s the lose scenario for them? They’re basically a cartel, and you need ram irregardless. If they make less it’s still a cost:demand, just not the most optimal for them. They’ve done that math, and figure this is the best risk and reward for them. Your goodwill or opinion doesn’t matter to them, because you need them more than they need you.
➕ show 1 reply
The same thing everyone who's paying attention to the real world (and not the financial fantasy world) does: that OpenAI's purchase commitments are wildly unrealistic and unsustainable.