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Datacenter capex decreasing means that the chips have to go somewhere else, so it doesn't matter too much that the fab capacity has been spoken for, if the dema
by kryptiskt 6mo ago
Datacenter capex decreasing means that the chips have to go somewhere else, so it doesn't matter too much that the fab capacity has been spoken for, if the demand side is slacking prices will decrease.
- TeMPOraL 6mo agoOpenAI aren't the only ones who were increasing their datacenter capex.
- galleywest200 6mo agoNo, but they are the ones who placed an order for 40% of the world's supply.
- TeMPOraL 6mo agoSure, but they have competitors who'll be more than happy to pick up whatever OpenAI ultimately doesn't buy. Point being, from POV of suppliers, there's no reason to re-retool for consumer production.