I think you’re equally dismissive of the extreme complexity of these machines.

It’s built upon an enormously complicated and precise arrangement of processes and infrastructure that took them decades to iterate towards. Even if you knew a shortcut to the answer and had infinite resources to throw at it, sorting out all the kinks is a monumental effort that can’t be fixed within a few years by throwing more heads and hands at it.

I can’t overstate how complex these machines are. They are arguably one of the most advanced things mankind has ever built.

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It’s ironic how the only place to reliably navigate back on an Apple device is through the Apple TV remote.

According to Tom’s Hardware, it includes “DDR5 and LPDDR4/LPDDR5 as well as premium HBM.”

Not sure what you mean with the wafers hitting the market. I was only referring to the specific deal that OpenAI made with Samsung and SK hynix to purchase a metric boatload of 900,000 undiced DRAM silicon wafers per month.

According to Tom’s Hardware it includes “DDR5 and LPDDR4/LPDDR5 as well as premium HBM.”

Honestly I’m not sufficiently familiar with how that works to understand if any of that is consumer grade stuff.

But aren’t the wafers uncut? It could be used for anything if they’re just in storage.

OpenAI has a deal with Samsung and SK Hynix to purchase 900,000 DRAM wafers per month, or 40% of global DRAM output. These are just uncut wafers, accumulating in warehouses that serve two purposes:

• Prepares them for the distribution to data centers,
• Manipulates the supply chain to squeeze their competitors, who are left with slim pickings.

You and I are the victims of this until the bubble finally pops and the deal falls through.