• RxBrad@infosec.pub
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    1 day ago

    If I recall, the hardware isn’t actually “bought”.

    Altman just signed super-not-binding pinky promises with Hynix & Samsung that he’d mop up all of their DRAM inventory.

    And now that data center buildouts are getting shitcanned, we’re seeing Micron stock tumble, because they threw it all away for that sweet, sweet AI payout.