Technology

Can't have competition if you buy resources from under them with made up money from NVIDIA and Microsoft. I hope Iran trully developed hypersonic nuclear weapons.

Get ready to only own screens. And every thing is processed via the cloud on data centers destroying your community and livelihood.

And of course you will be paying for every minute of it.

Yes. This is the first step to doing with technology what they have done with housing, transport, media, and agriculture. The noose has nearly closed.

No, clearly it was accidental. 🙄 🙄 🙄

Will lower memory availability to consumers increase reliance on cloud-based storage and demand for data centers? >

No, because you need more RAM to run a smart terminal than a standalone micro, because there's no secondary memory available to rely on.

Therefore, according to our best estimates, OpenAI likely needs less than 30% of the 10.8 million wafers it’s planning to buy>

OpenAI hasn't actually paid for any of that, its sold on credit with a 6 year repayment period on hardware that will only last 2-3 years at most. That's why no memory manufacturers are increasing capacity, as they would if they thought there was any long term increase in demand.

For those who don't want to read several pages of unnecessary text telling you what you probably already know:

The math, while pretty involved, may tell a straightforward story (if you’re interested in the details of our analysis, see the Appendix). OpenAI has contracted 900K memory wafers per month from Samsung and SK Hynix. Partner commentary seems to indicate that’s a monthly number, so that represents 10.8 million wafers over 12 months. In terms of demand, a fully built-out 10GW Stargate cluster would require ~3 million GB200 Bianca Boards. Each board requires ~50% of a memory wafer in total; split between the HBM3e stacks embedded into its two B200 GPU (~30%) and its 480 GB of LPDDR5X system memory (~20%). That puts total wafer demand for the entire cluster at ~3 million wafers.

Therefore, according to our best estimates, OpenAI likely needs less than 30% of the 10.8 million wafers it's planning to buy

So this is just putting some numbers to what a lot of people already guessed. The AI companies are not just buying a ton of RAM to build out their data centers. They aren't buying enough other components to even use that RAM. They're buying it so that no one else can.

haven't read the article just yet, but these companies are known for price fixing and colluding for decades now

Oligarchs trying to buy up all the digital real estate so they can be the digital landlords of computerland

Why sell you a computer, when they can rent you one for $$ per query you do

Oh look, I called it.