Viele politische Strategen glauben, dass das optimale Zeitfenster für die Annexion Taiwans durch China bei etwa 2026–2027 liegt. Vielleicht verfügte Sam Altman über Vorkenntnisse, die zu seiner Entscheidung führten, 40 % des weltweiten RAM-Angebots (rohe, ungeschnittene Wafer, die gelagert werden können) zu bestellen, um sich auf das Unvermeidliche vorzubereiten. Während dieser Auftrag erfüllt wird, werden Technologieunternehmen gezwungen sein, sofort Lieferketten außerhalb Taiwans aufzubauen. Im Endergebnis würde OpenAI über die weltweit größte Reserve an kritischen KI-Infrastrukturkomponenten verfügen.
Von CoolRune
9 Kommentare
good theory! i do think they are trying to collapse the tech industry with AI we all know China is leading ahead with their tech. They are going to try to annex Taiwan we just dont know when
there is no ram crisis. China has finally developed the photolithography equipment required to design and make next gen ddr memory. (and gpu /cpu processors)
All this pricing bullshit is because taiwan / tsmc in particular is scrambling to make their final profit before extremely cheap ddr7 memory entirely manufactured in china gets dumped on the world market and tsmc goes bankrupt because nobody will have a need for them in the world in the next 5 years.
The monopoly is officially over.
TSMC has been price rigging the ram market since 2005. They got busted back then, and they will get busted again in 2026.
You mean invasion of Taiwan?
They don’t want people running AI of their own. Having storage of their own. Playing games natively on their own machines without a connection or subscription. They realize that people are going to use artificial intelligence to generate programs to outsmart their multiple layers of monopolization and exploitation. They realize graphics cards produced in the last 5 years can play nearly 99% of any game CREATED.
How do they reel everyone back in?
Shareholders want speculative fomo like cryptocurrency, so they make everyone afraid of the future which doesn’t exist yet, so they „future proof“ in the direction of the shareholders best interest.
I’m not going to get into the injection of AI into frame generation, but we need to remember they made 12 GB cards 5 years ago that plays 99% of every game at high res..
I do feel bad for people that don’t have computers or machines or are out of the loop or have to start completely over, but let’s not imagine you need all new hardware the fastest ram the fastest hard drives the fastest gpus to do anything. Where is it? Where is the use case for the fomo?
Hurry up and build a new machine with all new hardware so they can make you pay a subscription to use it.
It’s not you will own nothing and be happy, it’s you will buy what we tell you to pay a subscription to use it and be a happy little puppet.
Smfh
openAI is a company that shouldn’t exist. it has yet to make profits, still burning vc’s money with no end in sight. it’s only propped to maintain the illusion that „usa still numba wan“
You can’t annex your own territory?
Did you mean „bringing Taiwan back to China“?
Taiwan is part of China not foreign territory.
OpenAI will finally be profitable, not by AI but by reselling RAM and GPUs
AI is the next space race. Ram plays a crucial part in that race.
My feeling is this is all suspiciously timed with the end of service for windows 10 and catching people wanting to upgrade to windows 11 capable machines while they are in the market. I think AI is just a punching bag for this one. Maybe we’ll see that Chinese ram come to fruition. I’m also a little bit on the top vote comment that having a nice PC as a hobby is going to get expensive. There does seem to be a desire to have you run everything on the cloud through lightweight access machines and not natively on your own PC.