[llama052]

The cynic in me thinks this would be a convenient way for these memory producers to manufacture demand, while also making OpenAI look good on paper. It’s not like they haven’t been caught price fixing in the past. Win win for these companies and a loss for everyone else.

[jandrese]

> while also making OpenAI look good on paper

On paper this makes OpenAI look like absolute assholes. Like they have realized that all of their potential competitors will be memory constrained and have poured billions of dollars into making sure that happens instead of using that money to improve their own product.

[walterbell]

If manufacturing fake demand (warehousing 900,000 memory wafers per month?) doubles and triples customer prices, it would decrease real demand, hurting the manufacturers after the artificial demand ends.

[llama052]

I think I explained that poorly. Basically artificially reducing supply so that these manufactures can get more for less. They've been caught doing it in the past before between each other, so why not use OpenAI as a bridge for that.

[Aurornis]

Fake demand? Either they’re selling the RAM or they’re not. They don’t make money by pretending to sell into fake demand. They make money by selling chips. A sale is a sale.