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by bilekas
29 days ago
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> The market is the AI boom and the US is the host, they can sell the exact same stuff to someone else. In theory yeah, but not at the levels that the US companies are buying.. Last I heard OpenAI is sitting on 50% of the world useless wafers on their own for some reason, and Microsoft cant find a datacenter fast enough to plug their stock in. I'm a customer, looking for a simple 32GB ddr5 6000 ram, I'm now competing with Microsoft because there isn't enough supply? I'm not sure about that. |
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