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Regardless of whether it is Crypto/AI/etc., this would seem to be wake-up call #2. We're finding the strangle-points in our "economy"—will we do anything about
by JKCalhoun 11mo ago
Regardless of whether it is Crypto/AI/etc., this would seem to be wake-up call #2. We're finding the strangle-points in our "economy"—will we do anything about it? A single fab in Phoenix would seem inadequate?
- baiwl 11mo agoWhat will we do with that fab in two years when nobody needs that excess RAM?
- jacquesm 11mo agoThere has never been 'an excess of RAM', the market has always absorbed what was available.
- jack_tripper 11mo agoYeah right, tell that to Qimonda.
- Ericson2314 11mo agoSell it at lower prices. Demand is a function of price, not a scalar.
- h2zizzle 11mo agoTax write-off donations to schools and non-profits, too.
- JKCalhoun 11mo agoI suspect there will be a shortage of something else then… And regardless, you could flip it around and ask, what will we do in x years when the next shortage comes along and we have no fabs? (And that shortage of course could well be an imposed one from an unfriendly nation.)
- jacquesm 11mo agoIf 'the West' would be half as smart as they claim to be there would be many more fabs in friendly territory. Stick a couple in Australia and NZ too for good measure, it is just too critical of a resource now.
- jack_tripper 11mo agoThe west is only smart at financial engineering (printing money to inflate stocks and housing). Anything related to non-military manufacturing should be outsourced to the cheapest bidder to increase shareholder value.
- fullstop 11mo agoMicron is bringing up one in Boise Idaho as well.
- xzjis 11mo agoIt's a political problem: do we, the people, have a choice in what gets prioritized? I think it's clear that the majority of people don't give a damn about minor improvements in AI and would rather have a better computer, smartphone, or something else for their daily lives than fuel the follies of OpenAI and its competitors. At worst, they can build more fabs simultaneously to have the necessary production for AI within a few years, but reallocating it right now is detrimental and nobody wants that, except for a few members of the crazy elite like Sam Altman or Elon Musk.