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The Exiled · 07.03.2026., 11:47

The DRAM Cartel | Price Fixing, Anti-Consumer Collusion, & Corporate Conspiracy

EDIT:

Citiraj:

nVidia CEO Jensen Huang says, "I love constraints," praising the ongoing shortages caused by AI

Citiraj:

CEO Jensen Huang shared his views on various topics, but the bulk of the discussion focused on bottlenecks in data center buildouts. This is where he went on a pro-scarcity line of thought that can best be described as controversial. The exec left no room for subtlety by doubling down on his argument and saying, "Because everything is so constrained, if [I] choose poorly, [my] revenues are affected, everything is affected. They can’t choose poorly." Those words reflect an almost unapologetic perspective that champions efficiency. When supply becomes tight, no one wants to take risks, so the safest bet becomes the most sensible one.

"You know, if you set up a factory, a plant, a DRAM plant, and I come in and say, “You know what? Go ahead and set up the DRAM plant because I’m gonna use it,” that goes a long way. You might as well take that to the bank, as many of them have. I think the fact that everything is scarce is fantastic for us." Huang ended his thoughts by saying, "I've got all the memories, I've got all the wafers, I got all the CoWoS," referring to how his company is basically the strongest negotiator in the industry right now. He added, "I've got all the packaging, I've got all the systems, I've got all the connectors, I got all the cables. Everything from copper to multilayer ceramic capacitors, everything is secured."

Izvor: Tom's Hardware

Huh, ovaj je stvarno skrenul na samo njemu poznat kolosjek.