TLDR:
OpenAI made a deal to secure 40% of the global supply of wafers from both SK Hynix and Samsung (2 of the 3 large providers of RAM) ostensibly for project Stargate server farms. But it gets so much worse, they made both deals on the same day without advising the other company, and have not provisioned any way to actually use (make chips from) the wafers. It looks more like they’re just trying to keep RAM out of the hands of their competitors.
From there the laws of supply and demand and panic buying by everyone else took over, RAM prices are going to the moon, and Micron (the third big provider) dropped out of the consumer market because they’re gonna make bank in the server market as the only unencumbered company. Consumer general purpose computer customers are royally boned. This will flow through into the SSD market as well.
In short, Fsck the AI industry in general and Fsck ‘OpenAI’ and Sam Altman in particular. If you pray, pray that this deal gets a legal injunction in South Korea, coz you know the US will just applaud this fsckery.
AI slop thumbnail on the anti-AI text.🤡
I was going to ask “What’s your point?” but then I realized that this post isn’t even anti-AI.
The text of this post highlights anticompetitive business practices that have nothing to do with OpenAI’s business model.
Straight up - they can’t even use the silicon wafers.
This is just market manipulation to harm their competition and possibly engage in stock market fuckery. (Micron, which stands to make billions, is largely owned by U.S. based wealth management companies.)
OpenAI and its business partners stand atop a massive bubble that they are desperate to not have pop. I’m horrified, but kind of impressed at the maneuver.
You’re throwing stones in the wrong direction.
They’ve done studies on people’s ability to distinguish a human-made Photoshop from “AI slop”. It’s impossible. People think they can tell but they can’t, so they just assume everything is AI because they want other people online to think they’re cool and anti-capitalist
Ah, the good old argument from supposed “virtue signaling”.
huh? what does this have to do with virtue signaling?
It’s one of those thought terminating statements that people throw out to disingenuously “win” arguments on the internet.
Your post was useful and interesting. The image accompanying it was not, but it doesn’t change the information relayed.
That image of Altman is AI-generated.
yeah, i guess, but the overall thing looks like a human-made photoshop to me. i don’t see the problem with using AI generated images as long as you do the work of incorporating them into your project yourself.
I mean, so are the gpus. At best, the most human input was the Christmas hat and the text on the gpus.
And even the text looks weird.
almost like it’s at the uncanny valley between AI slop and bad photoshop
The cooling fins on the heat sinks don’t really make sense. So pretty sure they are AI generated.
The smile/wrinkles look kinda weird? Could be a generated image of Altman, plus photoshop