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Aurornisyesterday at 7:18 PM1 replyview on HN

> If the US and the EU did this, these other companies would be mega careful about to whom and how they provide services to,

There is currently more demand than supply in the entire world.

If the US and EU got together and told DRAM companies that we're going to sanction them if they don't give us cheap RAM, 10 other countries would roll out the red carpet to come bring that DRAM into their countries instead. The data centers would be built there. Then the US and EU would be compute-starved and have no choice but to go to these other countries for compute.

I suggest you read up on the history of attempts to control prices of oil throughout history. Oil is an order of magnitude bigger market than DRAM. If you think it's realistic to suggest that the EU and US could sanction entire countries into keeping some chip prices down so people can save a couple hundred dollars on their next laptop, this isn't a conversation grounded in reality.


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Matlyesterday at 7:33 PM

> 10 other countries would roll out the red carpet to come bring that DRAM into their countries instead

These 10 countries need the US/EU market for their exports.

But you keep talking as if I am saying I want to sanction those who build more DRAM. No, I want more DRAM, not less!

> we're going to sanction them if they don't give us cheap RAM

That's not what the proposal was. The proposal was to limit the ability of AI goons to completely buy the DRAM market out so that everyone else is forced to pay substantially more.

If the problem is that it feeds into general inflation then it is suddenly not merely 'so people can save a couple hundred dollars on their next laptop'.

It's like oil, it feeds into everything; manufacturing, delivery of goods to your local supermarket, flights etc. etc. you can't simply say 'hey I don't drive a car so high oil prices don't affect me'.

If enterprises and consumers alike are forced to spend substantially more on DRAM, they won't be able to spend on other things and the whole economy will slow down.

I'd argue that's incentive enough.

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