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WithinReasontoday at 9:01 AM1 replyview on HN

This hopefully helps mitigate the risk of putting more production capacity in place, which the Big 3 were not willing to do so far.


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pjc50today at 9:23 AM

At this size, I think we have to start worrying about a 2008-type default risk. AI companies will have ordered all the RAM and paid some kind of deposit for that, but actually taking delivery and paying for it is still in the future and the sums of capital involved are extremely large.

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