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A comment on How the AI Bubble Bursts. Parent comment
https://www.mooreslawisdead.com/post/sam-altman-s-dirty-dram...
Its still speculative that OpenAI won't go bankrupt and have to free it back to the market, but if it is holding them unfinished it is a supply constraint on finished RAM chips even if not on wafer output.
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https://www.mooreslawisdead.com/post/sam-altman-s-dirty-dram...
Its still speculative that OpenAI won't go bankrupt and have to free it back to the market, but if it is holding them unfinished it is a supply constraint on finished RAM chips even if not on wafer output.