In theory it can be more efficient but the consumer market never was going to contribute to the scarcity, and the bigger problem is the “must build AI datacenters” by all comers whether or not they actually have a plan to bring up and utilize.
Altman kicked off a corporate hoarding storm by committing half of the world’s DRAM manufacturing supply, then every other corporate had to get in on it.
The result according to a report I read is that over half of the technology delivered to these folks are sitting disused. Because they couldn’t get the right power to the datacenter, or maybe they did get all that lined up but don’t have the business relationship with whomever actually would use the capacity, or they otherwise botched things so their setup is not viable.
The far bigger culprit is the bad datacenter buildout. Vilifying the consumer market is just a better narrative for his agenda.
In theory it can be more efficient but the consumer market never was going to contribute to the scarcity, and the bigger problem is the “must build AI datacenters” by all comers whether or not they actually have a plan to bring up and utilize.
Altman kicked off a corporate hoarding storm by committing half of the world’s DRAM manufacturing supply, then every other corporate had to get in on it.
The result according to a report I read is that over half of the technology delivered to these folks are sitting disused. Because they couldn’t get the right power to the datacenter, or maybe they did get all that lined up but don’t have the business relationship with whomever actually would use the capacity, or they otherwise botched things so their setup is not viable.
The far bigger culprit is the bad datacenter buildout. Vilifying the consumer market is just a better narrative for his agenda.