If you need 10x the available compute you’re not going to get it for 10x what you already paid. You’re talking about potentially destroying all of your vendors.

If you’ve ever don’t consulting work, you know how dangerous it is when the majority of your revenue comes from a single customer. You stop being independent, you stop having your own set of values, and if anything happens to that company, you’ve already proven you lack the ability to court as large a contract from other customers.

It always ends in a loss of identity and huge layoffs.

Making vendors product triple their current production rate for the next five years isn’t even possible to start this year, because they have to build facilities and train employees. Nobody runs businesses at 50% capacity anymore. That’s considered wasteful, even stealing profits from your shareholders.

They can’t even get memory chip companies on board with their koolaid.