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Almost Half of US Data Centers That Were Supposed to Open This Year Slated to Be Canceled or Delayed (futurism.com)
submitted 5 months ago by to c/fuck_ai@lemmy.world
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[–] 56 points 5 months ago (4 children)

None of that RAM (or the GPUs) have been purchased. All that is just letters of intent or even flimsier agreements, there’s no contracts or actual money changing hands.

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  • [–] 26 points 5 months ago

    All that is just letters of intent or even flimsier agreements, there’s no contracts or actual money changing hands.

    Not quite. So while none of it has been made the pre-production, procurement, scheduling machine time, that is what's going to make retooling to make consumer RAM take forever. TSMC or whomever can't just flip a switch and produce a different product. It takes weeks to months to change over production that complicated. Money will change hands, work has already been done and agreed upon.

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  • [–] 8 points 5 months ago (1 child)

    the good news for RAM prices is when OpenAI makes money by either reselling "contracts", or cancelling/getting cancelled their letters of intent to make ddr5 instead,

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