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by bellowsgulch
7 hours ago
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The complements ARE the LLM AND the harness. The actual products we're all consuming are GPUs. Memory being expensive is a second-order effect. The platform is the GPU, and doing cool shit with it IS the complement, which requires more memory. And demand is so high and will stay high, that it looks like the platform itself. |
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The question is why supply is restricted, primarily by sanctions and tariffs to China, and the expressed refusal of RAM makers to even think about increasing supply, they are actually all sweaty about China taking a bit of the unrestricted market.