this post was submitted on 07 Mar 2026
130 points (97.8% liked)
Technology
82363 readers
3484 users here now
This is a most excellent place for technology news and articles.
Our Rules
- Follow the lemmy.world rules.
- Only tech related news or articles.
- Be excellent to each other!
- Mod approved content bots can post up to 10 articles per day.
- Threads asking for personal tech support may be deleted.
- Politics threads may be removed.
- No memes allowed as posts, OK to post as comments.
- Only approved bots from the list below, this includes using AI responses and summaries. To ask if your bot can be added please contact a mod.
- Check for duplicates before posting, duplicates may be removed
- Accounts 7 days and younger will have their posts automatically removed.
Approved Bots
founded 2 years ago
MODERATORS
you are viewing a single comment's thread
view the rest of the comments
view the rest of the comments
...and I strongly believe that most of it is just foul play.
The AI companies are misusing their shitloads of venture capital to play with prices and manipulate the stock market.
It is absolutely foul play.
OpenAI made secret deals with DRAM manufacturers, not for memory chips but for finished wafers straight out of the Fab. Then announced them both on the same day, meaning they had a one fell swoop purchased 50+% of the world's memory supply for 2026.
OpenAI does not (as far as anyone knows) have the machinery to process these wafers, to slice them up and package them into memory chips.
Which means the only purpose of this move was to kill the global DRAM supply and drive up prices for the competition.
Personally I wish regulators would take a hard look at this deal.
Yup. It's not real. The vast majority of GPUs delivered in 2025 aren't plugged in. They still have some 2024 GPUs sitting idle.
This is all a shell game of fraud.
I remember reading a few days ago that OpenAI basically ordered 3 times as much RAM as they could use this year. There are also data centers fully equipped but not turned on as the local power grid could not handle the added demand.
That power grid thing is what will ultimately pop the bubble.
The lack of last mile fiber is what popped the dot com bubble.
Turns out, spending a fuckload of money on unusable infrastructure is a bad thing.