If all manufacturers jump into serving the ai market segment.
Can this not be a opportunity for new entrants to start serving the other market segments?
How hard is it to start and manufacture memory for embedded systems in cars, or pc?
Can this not be a opportunity for new entrants to start serving the other market segments?
How hard is it to start and manufacture memory for embedded systems in cars, or pc?
I am pretty sure, in the next year we will see a wave of low end ram components coming out of china.
Even if they might sell their inference and everything, they still wouldn't be that much profitable.
So like, the key point is that a ram company can supply openAI ram and get some really high quick bucks which would be even more than if they were to create thier own datacenters,run open source models in them, provide inference in say open router.
Now you might ask: Is openAI or these AI companies mad for burning so much money?
And I think you might know the answer to that.