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layer8yesterday at 7:41 PM1 replyview on HN

Sam Altman laying claims on 40% of the world’s RAM wafer production is what took everyone by surprise. The supply shortage likely would have ramped up more slowly otherwise.


Replies

XorNotyesterday at 9:31 PM

More importantly that did take subterfuge: there's no way a contract that large would've been agreed to by both manufacturers if they knew the other was signing it.

The actual deals were hours apart and secret for that reason.

It's hilarious watching the conspiracy theorists do their usual thing when there was an actual conspiracy, it was perpetuated by the inner circle of a US company and announced and publicized in full once it had achieved its goal.