Plenty of people is blaming "AI" in the abstract for the recent RAM price spikes, but I haven't seen anybody around here point to the actual and direct culprit of it all: Sam Altman secretly bought 40% of silicon wafers (not even produced RAM, just the silicon wafers) from two of the biggest RAM manufacturers, at the same time. Not even with specific plans for what kind of RAM do with them. This is just to mess up with competitors.

Seriously, you can't hate OpenAI enough.

https://www.mooreslawisdead.com/post/sam-altman-s-dirty-dram-deal

Sam Altman’s Dirty DRAM Deal

Or: How the AI Bubble, Panic, and Unpreparedness Stole ChristmasWritten by Tom of Moore’s Law Is DeadSpecial Assistance by KarbinCry & kari-no-sugataBased on this Video: https://youtu.be/BORRBce5TGwIntroduction — The Day the RAM Market SnappedAt the beginning of November, I ordered a 32GB DDR5 kit for pairing with a Minisforum BD790i X3D motherboard, and three weeks later those very same sticks of DDR5 are now listed for a staggering $330– a 156% increase in price from less than a month ago! At

Moore's Law Is Dead

@starsider the thing I also really like about that article

Is it points out the systemic reasons why the shortage is as bad as it is -- such as the various political fuckery the US is doing right now

The fact that the "buffer" mechanisms that normally prevent this from happening are ineffective due to circumstance, I consider the real story here

Sam Altman gonna Sam Altman. It's his job to make headlines and fool investors

It's the whole system's state why the rest of us pay so dearly