4 ms·
Right! Raw wafers, not even memory. I have seen no evidence that this move was anything but a means of taking product out of the global supply chain.
by anon373839 10mo ago
Right! Raw wafers, not even memory. I have seen no evidence that this move was anything but a means of taking product out of the global supply chain.
- IAmGraydon 10mo agoThat's correct and a good point I almost forgot about - they can't even utilize what they bought!
- kubb 10mo agoIt feels like abuse. They shouldn't be able to get away with such trickery.
- GoatInGrey 10mo agoWith a functional government, antitrust enforcement would prevent a single company from driving economy-wide price inflation out of an attempt to starve its competition. Since we don't have a functional government, we'll ungracefully take this up the ass.
- blibble 10mo agostockpiling solely in order to deprive your competitors of a commodity is anti-competitive and illegal
- ThrowawayR2 10mo agoYou do know that they can hire semiconductor packaging companies to put together memory modules the same way they bought the DRAM wafers, right?
- IAmGraydon 10mo agoSure thing. Are they? And also, why would they do that? Do you think OpenAI wants to enter into the DRAM manufacturing business? Or were they looking for a way to take as much supply away as possible - paying for the wafers instead of finished DRAM?
- ThrowawayR2 10mo agoMy word, how lacking in imagination. Are you forgetting that there's something that OpenAI does that requires lots of RAM and that OpenAI are very much in bed with not one but two GPU makers (https://news.ycombinator.com/item?id=45521629 https://news.ycombinator.com/item?id=45521629) they could send the wafers to to build hardware for them?