Sam Altman’s DRAM Deal

#1

Post by pabs3 » Sat, Dec 06, 2025, 12:24 AM UTC

Sam Altman’s DRAM Deal
mooreslawisdead.com

Re: Sam Altman’s DRAM Deal

#2

Post by chasing0entropy » Sat, Dec 06, 2025, 12:35 AM UTC

Now this... was a really good move.

OP is also marginally underestimating the impact this move would have on Google's competitiveness - they are making huge gains prototyping at light speed; this will halt their AI hardware acceleration plans pushing them back into slower software development on ever aging hardware.

It also shows why Nvidia is not afraid of competitors coming out with new desgings that obsolete their hardware: what good are superior designs with no fabs to produce them?

Re: Sam Altman’s DRAM Deal

#3

Post by darthoctopus » Sat, Dec 06, 2025, 12:56 AM UTC

chasing0entropy wrote: post #2

Now this... was a really good move. OP is also marginally underestimating the impact this move would have on Google's competitiveness - they are making huge gains prototyping at light speed; this will halt their AI hardware acceleration plans pushing them back into slower software development on ever aging hardware. It also shows why Nvidia is not afraid of competitors coming out with new desgings that obsolete their…

every one of these things that make the deal "good" for OpenAI is a direct result of negative externalities for everyone else: competitors, consumers, and people who wouldn't care otherwise.