Re:RAM now represents 35 percent of bill of materials for HP...
by jonathanlydall on Thursday February 26, 2026 @06:24AM
(#47164599)
Which is in large part due to hoarding by OpenAI.
Although their stated reason for hoarding is that they "really need it", I think it was a strategic move to make their competitors' lives more difficult with little regard for the collateral consequences to non-competitors, such as regular people or companies needing new computers.
Although their stated reason for hoarding is that they "really need it", I think it was a strategic move to make their competitors' lives more difficult with little regard for the collateral consequences to non-competitors, such as regular people or companies needing new computers.