Thread

1. glimshe · 1790712211 · focus · HN ↗

   Should we blame this on memory companies or the AI companies bidding for memory? How should the memory companies have acted differently?

   1. swdev281634 · 1790713778 · focus · HN ↗

      I think the epic mistake was made by investors and executives who bought tales about imminent super-intelligence about to displace millions of knowledge workers from entire industries replacing them with AI datacentres.

      These people are the main reason why AI companies have unlimited funding, and can afford to buy global RAM supply for years in the future despite their expenses exceed revenue by billions.

      1. benced · 1790715271 · focus · HN ↗

         You can short them and make a lot of money (to buy RAM with?) if you feel this way and are correct.

         1. dragonwriter · 1790716936 · focus · HN ↗

            Google (which is diversified more and whose performance is less likely to track AI outcomes closely) aside, the two other members of the AI Big 3 are non-public, so, no, you really can’t.

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