> OpenAI has hoarded 40% of world's RAM supply

I believe OpenAI's purchasing is somewhat overstated, it definitely has no effect on Google's current ability to serve Gemini requests, but it is obvious that there's a shortage of most components, and it's also obvious that even internally Google is having to make hard choices about who to let use GPUs when.

I definitely think OpenAI likely has less use for GPUs than Google. Google has $300B in annual revenue vs. $20B for OpenAI. Even if you assume 100% of OpenAI's revenue is going to renting GPUs and they are taking a 50% loss there's still a lot of room for Google to be profitable and spending more money on GPUs, and not have enough GPUs. Google also just has a wider variety of models to train and run, from Waymo to Search to whatever advertising models.