this post was submitted on 20 Jan 2026
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AI boom could falter without wider adoption, Microsoft chief Satya Nadella warns (www.irishtimes.com)
submitted 2 days ago by Stefan_S_from_H@piefed.zip to c/technology@lemmy.world
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Big tech boss tells delegates at Davos that broader global use is essential if technology is to deliver lasting growth

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[–] SirEDCaLot@lemmy.today 2 points 1 day ago

Is OpenAI likely to fold?

They bought in one day a significant % of the worlds memory output for 2026. Two huge deals with two huge companies, announced at the same time. Neither company knew of the other deal. But those deals weren't even for chips- they were for finished wafers. I doubt very much OpenAI has the facilities to slice and package wafers. So it seems to me the only point of the deal was to kill the DRAM supply market and drive up prices for their competition.

Wouldn't be surprised if those finished wafers are going straight in the dumpster.