Post #2454531
2025-12-06 20:31 UTC
@starsider@valenciapa.ws I've seen this repeated many times already but the truth is that OpenAI did not sign deals - as in binding contracts - but letters of intents to buy RAM. Not the same thing. And it should be obvious why: from the little we know about their financials OpenAI simply does not have the money to buy that much RAM. This whole madness is not based on actual demand, but on the appearance of it. Everything about AI is about appearances, not substance.
Replies (2)
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@starsider@valenciapa.ws 2025-12-06 20:52
@gabrielesvelto@mas.to They're not buying RAM, they're buying wafers. They made this deal with two companies the same day, and each of them didn't know about the deal with the other one. Of course the price spike is because of all the panic buying and stockpiling and not directly of this purchase, but buying the wafers affect RAM production long term.
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@raymaccarthy@mastodon.ie 2025-12-06 23:59
@gabrielesvelto@mas.to @starsider@valenciapa.ws They never will without borrowing. OpenAI can't possibly make a profit. Their product is also no better than a toy. The Emperor is in the Altogether.