> Judge Wise found that near-identical customer-vetting practices all three companies allegedly adopted in January 2026 "strongly support a plausible inference of conspiracy." She rejected the companies' "obvious and non-conspiratorial explanation" of booming AI demand, noting that the vetting began after the AI boom and the HBM pivot were underway.
Note, it's not just one thing, it's a combination of practices that make the collusion more likely explanation than otherwise
Note, it's not just one thing, it's a combination of practices that make the collusion more likely explanation than otherwise