3 ms·

But OpenAI legitimately needs HBM. Amazon in this instance doesn't need food and is doing purely to create artificial scarcity. If OpenAI were to actually not u

But OpenAI legitimately needs HBM. Amazon in this instance doesn't need food and is doing purely to create artificial scarcity. If OpenAI were to actually not use the HBM then it could mean something.

doctorwho42 10mo ago
"needs" is doing a lot of heavy lifting in your argument...
hodgehog11 10mo ago
That's the whole problem: it's unlikely that OpenAI will actually use all of that HBM. It seems probable that they are using it to create artificial scarcity for their competitors.