Will lower memory availability to consumers increase reliance on cloud-based storage and demand for data centers? >
No, because you need more RAM to run a smart terminal than a standalone micro, because there’s no secondary memory available to rely on.
Therefore, according to our best estimates, OpenAI likely needs less than 30% of the 10.8 million wafers it’s planning to buy>
OpenAI hasn’t actually paid for any of that, its sold on credit with a 6 year repayment period on hardware that will only last 2-3 years at most. That’s why no memory manufacturers are increasing capacity, as they would if they thought there was any long term increase in demand.
No, because you need more RAM to run a smart terminal than a standalone micro, because there’s no secondary memory available to rely on.
OpenAI hasn’t actually paid for any of that, its sold on credit with a 6 year repayment period on hardware that will only last 2-3 years at most. That’s why no memory manufacturers are increasing capacity, as they would if they thought there was any long term increase in demand.