I think one of the more ominous things to see in recent years was all of the tech execs at the presidential inauguration, after having collectively donated several million dollars to the inauguration fund. So if we go with that list, which happens to overlap with many of the circular deals we’ve seen in the AI space recently, you’d have people like: Sam Altman, Jeff Bezos, Elon Musk, Mark Zuckerberg, Tim Cook, Sundar Pichai and Sergey Brin
I also wouldn’t be surprised if memory providers weren’t intimately involved, as they’ve been caught price fixing in the past: https://en.wikipedia.org/wiki/DRAM_price_fixing_scandal
We have to get real, here - most people are not replacing GPT or Claude with local inference, even on M5. If you can afford to do that (RAM shortage or not), then you are in the minority of customers.
Alleviating the memory constraint would only really make Nvidia a danger to cloud margins, and their consumer sales are neutered while they focus on the datacenter segment. It's feels facetious to insinuate that people would be doing inference on their Macbook Neo or Wintel laptop if they only had a gorbillion gigabytes of memory and a 400W accelerator card plugged into the wall outlet.