by am17an 4 hours ago
It's bad for consumers period. A deal that hampers 40% of global supply shouldn't be a thing, it's predatory. I know DRAM is not a necessity, but considering that PCs are going to be affected means this affects real things like schools and hospitals. There's being smart while making a deal and there's knee-capping the market with your leveraged to the tits business
but where do we draw the line? Would 39% be okay? and who's gonna draw the line and enforce it?
I hope this is not a serious argument. This deal is OOM larger than other deals
The line imo is the amount of DRAM OpenAI actually needs/can use. If they end up piling some of it in a warehouse just so nobody else can use it, lock em up.
Do they actually have the cash to buy all of this RAM? If not then it should be very illegal.
There's no need to make it illegal: it doesn't happen because the companies with the RAM to sell are motivated by profit. The problem is that OpenAI has plenty of money to buy RAM. They raised $40 billion in April.