alt Hacker NewsI think I’m missing something. Financially, what bag would the memory makers be holding here? I don’t think I’m well informed regarding how these deals were structured.
I think I’m missing something. Financially, what bag would the memory makers be holding here? I don’t think I’m well informed regarding how these deals were structured.
Memory makers make capital investements (build different factories, convert physical production lines, etc.) to meet orders that have been place for the next ~5 years.
OpenAI (or whoever) crashes and can't pay for the order leaving the memory makers in a tough spot.