this post was submitted on 24 Dec 2025
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Hanlon’s razor applies here. The margins for selling to datacenters are higher for the producers of RAM and GPU’s. The chance that it is some kind of conspiracy is very small.
Did we not just have a clear cut example of DRAM manufacturers working out back room deals with OpenAI for 40% of global supply, causing the price of RAM to skyrocket? Seems pretty conspiratorial to me.
I feel like we need a 2020s razor or something. If the degree of nihilism is greater than the degree of absurdity then its probably true.