alt Hacker NewsWhy AI companies wont build their own RAM but prefer to pay multiple times more than what they sold pre AI boom? (And ram business was still profitable). They already make custom processors
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tokioyoyo • yesterday at 8:24 PM
Too slow, bum and bust cycles, dependencies one layer down are also booked up.
AI companies aren't fabbing processors. They're buying capacity at fabs to make their own designs. To make more RAM, they'd need to invest in making more DRAM fabs, which is a slow process.