alt Hacker Newslol give it a year … now that the datacenter buildout is stalled out because of electricity and ddr6 is being rolled out in China, I bet this looks different in a year.
CXMT is planning expansion for the ram capacity, they’ll do that faster than the west, I beleive they said end of year ish? (Could be wrong).
once it comes online and they increase their yields, this whole thing changes.
Also new datacenters mean increased supply so cheaper tokens now that parameter size is a non-sequitor.
I’m legit curious how long China holds back… but I doubt it’ll be long.
CXMT is not part of the cartel that is probably once again coordinating to keep prices high for as long as possible, so we'll hopefully get some actual competition soon.