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Sure, except this time also add on US pressuring Korean companies to not sell their old equipment to Chinese manufacturers, so the supply could actually keep up. But no no, it's all OpenAI's fault for behaving like the capitalistic swines they are. Both suck, but one has a long-lasting impact, the other is just what capitalists always done, and will continue in the future.

[georgefrowny]

And then when China eventually produce not only RAM but the equipment to make it, it'll be shocked Pikachu all round.