TrendForce expects another 40% rise in Q3 as buyers downgrade specs to secure supply.

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[–] 2 points 4 months ago

Yes, I'm sure they can afford to buy tens of billions in servers just to store until obsolescence while they're trying hard to even become profitable lol

OpenAI bought up memory wafers, not ready-made systems from nvidia. That's something they may actually be hoarding to create a bottleneck.

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