TLDR:
OpenAI made a deal to secure 40% of the global supply of wafers from both SK Hynix and Samsung (2 of the 3 large providers of RAM) ostensibly for project Stargate server farms. But it gets so much worse, they made both deals on the same day without advising the other company, and have not provisioned any way to actually use (make chips from) the wafers. It looks more like they’re just trying to keep RAM out of the hands of their competitors.
From there the laws of supply and demand and panic buying by everyone else took over, RAM prices are going to the moon, and Micron (the third big provider) dropped out of the consumer market because they’re gonna make bank in the server market as the only unencumbered company. Consumer general purpose computer customers are royally boned. This will flow through into the SSD market as well.
In short, Fsck the AI industry in general and Fsck ‘OpenAI’ and Sam Altman in particular. If you pray, pray that this deal gets a legal injunction in South Korea, coz you know the US will just applaud this fsckery.


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Ah, the good old argument from supposed “virtue signaling”.
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It’s one of those thought terminating statements that people throw out to disingenuously “win” arguments on the internet.
Your post was useful and interesting. The image accompanying it was not, but it doesn’t change the information relayed.
The cooling fins on the heat sinks don’t really make sense. So pretty sure they are AI generated.
That image of Altman is AI-generated.
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I mean, so are the gpus. At best, the most human input was the Christmas hat and the text on the gpus.
And even the text looks weird.
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Brother* in Vishnu, this is AI.
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The smile/wrinkles look kinda weird? Could be a generated image of Altman, plus photoshop
This one is clearly AI, there’s no PCIe card edge on the lower GPU, the fan blade width and spacing isn’t consistent, and the phone camera lens borders have artifacting.