this post was submitted on 02 Apr 2026
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Fuck AI
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AI, in this case, refers to LLMs, GPT technology, and anything listed as "AI" meant to increase market valuations.
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None of that RAM (or the GPUs) have been purchased. All that is just letters of intent or even flimsier agreements, there’s no contracts or actual money changing hands.
Doesn't matter, they've captured the entire supply chain which was their goal.
This is not about AGI... its about monopolizing the future of computing.
the good news for RAM prices is when OpenAI makes money by either reselling "contracts", or cancelling/getting cancelled their letters of intent to make ddr5 instead,
We'd hope but you just know they'll try and rob us blind still somehow. Intelligence is second from the bottom to these people.
Not quite. So while none of it has been made the pre-production, procurement, scheduling machine time, that is what's going to make retooling to make consumer RAM take forever. TSMC or whomever can't just flip a switch and produce a different product. It takes weeks to months to change over production that complicated. Money will change hands, work has already been done and agreed upon.