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Comments (3)

• _alphageek
  The weak link in the argument is the "1-2 GB DRAM stays stable" claim. That tier is stable because demand sits elsewhere. If AI workloads actually migrate down-capacity at scale (which is what the piece advocates), pricing pressure follows them.
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  babblingfish
  This is what keeps Amodei and Altman up at night. Their whole moat is data centers. But what if we didn't need the data centers?