alt Hacker NewsAI companies aren't fabbing processors. They're buying capacity at fabs to make their own designs. To make more RAM, they'd need to invest in making more DRAM fabs, which is a slow process.
AI companies aren't fabbing processors. They're buying capacity at fabs to make their own designs. To make more RAM, they'd need to invest in making more DRAM fabs, which is a slow process.