What if the RAM/GPU shortage is deliberate?

From the opposite angle, there's apparently evidence that the RAM companies themselves are price fixing: https://www.tomshardware.com/tech-industry/samsung-sk-hynix-...

You are aware that a 1 trillion parameter model won’t run on any quantity of consumer hardware, even heavily quantized… you need a data center for that. And that is not even to talk of the Kimi K3 model which is in the ballpark of 3 trillion

So you're arguing that ai companies overbought memory to increase scarcity? Possibly even buying e.g. consumer ddr?

Some personal thoughts on the current ram/GPU shortage -price hikes.

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