alt Hacker NewsYou don't seem to understand supply and demand.
That does not help the demand side for AI data centers - which is the vast majority of the market...
You don't seem to understand supply and demand.
That does not help the demand side for AI data centers - which is the vast majority of the market...
If your point is purely about supply and demand for datacenter HBM and LPDDR, you're probably right. Local model inference (using the existing memory stock) can make a dent in current use, but not in projected future uses that will plausibly involve much larger models.