3 ms·
Forcing people to go through you by buying up the market supply of a commodity at 10x the production cost is a strategy that will inevitably collapse. More DRA
by Dylan16807 5mo ago
Forcing people to go through you by buying up the market supply of a commodity at 10x the production cost is a strategy that will inevitably collapse. More DRAM will get made if prices hold.
- trumpdong 5mo agoIn 10 years. 5 to realize the new prices are permanent and 5 more to build new fabs.
- thephyber 5mo agoMost of the GPUs built in the past year are sitting in warehouses, just waiting for data centers to break ground and for electrical expansions to complete. And Nvidia can’t get China interested in buying their products in the Trump era. There will be a massive glut of hardware soon enough. OpenAI needs $532billion in cashflow in the next 4 years to keep the “infinite money glitch” going. That’s not likely to happen unless AI makes some 10x value improvements for their customers in the next 1-2 years that we aren’t seeing now.