DRAM Crunch: Lessons for System Design

The weak link in the argument is the "1-2 GB DRAM stays stable" claim. That tier is stable because demand sits elsewhere. If AI workloads actually migrate down-capacity at scale (which is what the piece advocates), pricing pressure follows them.

This is what keeps Amodei and Altman up at night. Their whole moat is data centers. But what if we didn't need the data centers?

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