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newsclues • yesterday at 3:52 PM • 2 replies • view on HN

If AI companies have allocation of memory, can't they just sell the memory allocation if they are tight on cash?


Replies

PowerElectronix • yesterday at 5:12 PM

I expect them to sell everything if they go bust to recoup what little they can for investors. That would double whack hardware manufacturers are their final consumers are now both leaving the markets as buyers and entering as competitors.

fragmede • yesterday at 8:28 PM

Well, but to who? And for pennies on the dollar, most likely. Also not all ram is made equal. HBM for AI cards isn't LPDDR5 in iPhones.