Of course there is still demand for RAM and SIMD compute!
But also hoarding hardware in glorified warehouses is not the genius business idea everyone thinks it is.
Any sort of hardware produced in the last 5 years has at least doubled in price. Some, like RAM are 3-5x more expensive.
So whoever hoarded it in warehouses could sell it now immediately for at least 100% profit.
They seem like geniuses to me now, worst case they make 100% profit on the investment.
Naturally; it should be hoarded in my glorified homelab, where I can more readily listen to the sweet purr of fans.
[dead]
I'm assuming his friend's finance company is planning to make use of the cloud compute they find in some finance workload.
I don't think they're buying GPUs outright to store in a warehouse.