this post was submitted on 05 Dec 2025
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Source

TLDR:

OpenAI made a deal to secure 40% of the global supply of wafers from both SK Hynix and Samsung (2 of the 3 large providers of RAM) ostensibly for project Stargate server farms. But it gets so much worse, they made both deals on the same day without advising the other company, and have not provisioned any way to actually use (make chips from) the wafers. It looks more like they’re just trying to keep RAM out of the hands of their competitors.

From there the laws of supply and demand and panic buying by everyone else took over, RAM prices are going to the moon, and Micron (the third big provider) dropped out of the consumer market because they’re gonna make bank in the server market as the only unencumbered company. Consumer general purpose computer customers are royally boned. This will flow through into the SSD market as well.

In short, Fsck the AI industry in general and Fsck ‘OpenAI’ and Sam Altman in particular. If you pray, pray that this deal gets a legal injunction in South Korea, coz you know the US will just applaud this fsckery.

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[–] shiftymccool@piefed.ca 41 points 21 hours ago* (last edited 21 hours ago) (2 children)

Fsck? Are you self-censoring on Lemmy? Jesus fucking christ

[–] belastend@lemmy.dbzer0.com 1 points 15 hours ago

It's short for forsen cock.

[–] SlartyBartFast@sh.itjust.works 2 points 20 hours ago

Truly, truly, truly pathetic

[–] ZILtoid1991@lemmy.world 42 points 1 day ago (12 children)

AI slop thumbnail on the anti-AI text.🤡

[–] Monument@lemmy.sdf.org 2 points 19 hours ago

I was going to ask “What’s your point?” but then I realized that this post isn’t even anti-AI.

The text of this post highlights anticompetitive business practices that have nothing to do with OpenAI’s business model.
Straight up - they can’t even use the silicon wafers.

This is just market manipulation to harm their competition and possibly engage in stock market fuckery. (Micron, which stands to make billions, is largely owned by U.S. based wealth management companies.)

OpenAI and its business partners stand atop a massive bubble that they are desperate to not have pop. I’m horrified, but kind of impressed at the maneuver.

You’re throwing stones in the wrong direction.

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[–] TropicalDingdong@lemmy.world 131 points 1 day ago (3 children)

People who have been holding off on building a new systems due to part prices since 2020

[–] dzsimbo@lemmy.dbzer0.com 1 points 9 hours ago

Thank you for subscribing to Patient Gamers!

This community harnesses the power of tech development, but waits till state of the art becomes bookend. Not only do we save old computer parts from the landfill, but when we play, we play without day-zero bugs.

I am currently living about 13 years behind current times, but man are those Tombraiders good.

[–] leftzero@lemmy.dbzer0.com 37 points 1 day ago (1 children)

I'm in this picture and I don't like it.

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[–] Alexstarfire@lemmy.world 21 points 1 day ago

Just when I started considering that maybe it's time to look at new parts, a new hurdle candy into view. My computer might graduate from elementary school before I can get a decent price on parts. Or maybe they're will never be decent prices on parts again.

[–] candyman337@lemmy.world 73 points 1 day ago (7 children)

Why are we censoring the word fuck

[–] Brunbrun6766@lemmy.world 55 points 1 day ago

This is a Christian Minecraft server

[–] xxce2AAb@feddit.dk 39 points 1 day ago

The AI industry is apparently in need of a file system check.

[–] Zak@lemmy.world 31 points 1 day ago

I normally dislike self censorship of profanity, but replacing fuck with fsck (filesystem check) is a Unix joke, and I can appreciate that.

[–] MalReynolds@slrpnk.net 10 points 1 day ago (1 children)

Eh, I hadn't bothered to read the comm rules and doing a filesystem check is a suitable pain in the ass. BTW the last word was originally shitfuckery.

[–] Johanno@feddit.org 5 points 21 hours ago (1 children)

Ok self cencoring is always bad.

If you want to avoid swear words use a different one like screw, curse, to hell or sth. Like that.

If you want to curse then just do it. Censoring it makes it weak and stupid.

And in my opinion no rules should ban the word fuck but allow f*ck.

It is useless and annoying.

[–] TheRealKuni@piefed.social 2 points 20 hours ago* (last edited 20 hours ago)

But fsck (file system check) instead of fuck is a Unix joke. I think it’s fine.

Otherwise I broadly agree with you. It’s why I’ve adopted the swearing from Stormlight Archive for use around audiences that I shouldn’t swear around.

[–] RogueBanana@piefed.zip 12 points 1 day ago (1 children)

You don't want to get shadow banned on lemmy for anti corporate speech now do you?

[–] edgemaster72@lemmy.world 24 points 1 day ago

I thought anti corporate speech was required to have your account approved?

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[–] cupcakezealot@piefed.blahaj.zone 12 points 22 hours ago (1 children)

i wish ceos a very happy not existing

[–] YiddishMcSquidish@lemmy.today 1 points 10 hours ago

What was the zombie flick that people were eating some dude's leg and tourniquet it to keep him alive to keep eating him?

I want to do that to ceos. Truly the most ethical way to be a carnivore.

[–] xxce2AAb@feddit.dk 45 points 1 day ago (1 children)

I'm emphatically not saying somebody should soccer-kick Altman repeatedly right in the scrotum, I'm just saying I'd enjoy a good drink with a sigh of contentment if someone did.

[–] Stuart_Munto@lemmy.world 17 points 1 day ago (1 children)

Altman is the type of guy who pays to have his balls kicked though…

[–] xxce2AAb@feddit.dk 9 points 1 day ago (3 children)

I don't care if he enjoys it or not. If it prevents him from passing on his clearly defective genes, I'm all for him chasing that Darwin Award.

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[–] y0kai@lemmy.dbzer0.com 36 points 1 day ago (5 children)

so happy I built a new PC last year. so pissed I cant make a new server this year

[–] TheBat@lemmy.world 19 points 1 day ago

so happy I built a new PC last year

[–] ReallyActuallyFrankenstein@lemmynsfw.com 22 points 1 day ago (1 children)

Since we've all enjoyed SaaS allowing us to pay monthly fees until death for everything from our word processor to our sleep tracker, get ready for Compute as a Service to take over everything else once none of us can afford home computing.

[–] y0kai@lemmy.dbzer0.com 12 points 1 day ago

yes this is terrifying, actually.

[–] Truscape@lemmy.blahaj.zone 12 points 1 day ago* (last edited 1 day ago) (1 children)

For a personal server, just buy a liquidated office/business workstation and add storage as needed. Probably will still be cheap since the win10 EOL has led a bunch of those machines onto auction sites.

[–] y0kai@lemmy.dbzer0.com 8 points 1 day ago (2 children)

I appreciate the advice, but that's what I've got already. It works well, but I was hoping to make a significant upgrade and move away from spinning disks and such.

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[–] TheBat@lemmy.world 26 points 1 day ago* (last edited 1 day ago) (3 children)

When tf investors are going to ask for returns on their investments? That's the only thing that can pop this bubble.

[–] osaerisxero@kbin.melroy.org 30 points 1 day ago (2 children)

They're probably the only reason it hasn't popped yet: still searching for someone to hold the bag. But the longer they wait, the bigger the number gets and the less likely it is for them to find one. Eventually someone's going to cut their losses and it's going to be a bloodbath.

[–] tormeh@discuss.tchncs.de 8 points 1 day ago (1 children)

OpenAI and Anthropic are going public soon. They're trying to offload the bag on the public.

[–] TheBat@lemmy.world 2 points 21 hours ago (1 children)

OpenAI and Anthropic are going public soon.

What do companies must disclose before going public?

Oh wait, this US administration doesn't give a fuck about that. I'm fully expecting IPOs with no documentation other than 'trust me bro'.

[–] Corkyskog@sh.itjust.works 2 points 21 hours ago (1 children)

They would just have GPT vibe draft some good looking financial statements.

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[–] TheBat@lemmy.world 11 points 1 day ago

Eventually someone's going to cut their losses and it's going to be a bloodbath.

Me rn: BLINK, MOTHERFUCKERS!

[–] AnUnusualRelic@lemmy.world 4 points 21 hours ago

Just a few more billions guys, real close now! Maybe a few dozen more after that, but it's really getting there!
Oh, look a squirrel!

[–] SkunkWorkz@lemmy.world 5 points 1 day ago

They probably don’t care. Since it drives the entire stock market up. They probably make big bucks on the other side trading derivatives on the financial market making returns that will outgrow the investments in OpenAI. It’s a convoluted version of a pump and dump. Pump up OpenAI so they can dump NVidia options.

Also OpenAi will go public soon. The dot com bubble didn’t pop until all those companies that never made a dime went public. Since investors were then able to dump their holdings into retail investors.

[–] Chronographs@lemmy.zip 13 points 1 day ago (1 children)

Not to say that this is particularly hard to believe, but do you have a source?

[–] GnuLinuxDude@lemmy.ml 28 points 1 day ago (2 children)
[–] MalReynolds@slrpnk.net 7 points 1 day ago

Sorry, thought I had, apparently I don't understand the post creation mechanism as well as I thought. Thanks for the catch, I'll edit the text.

[–] MalReynolds@slrpnk.net 4 points 1 day ago

Hmpff, when I added the image it overwrote the original URL, not exactly intuitive, probably makes sense for memes.

[–] just_another_person@lemmy.world 24 points 1 day ago (1 children)
[–] Asafum@feddit.nl 15 points 1 day ago

This is how I feel literally every single day, and somehow every single day gives me a new reason to feel like this... I'm so sick of this timeline...

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