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Comment by lokar | original | Court denies motion to dismiss DRAM price fixing case
[−]lokar · 2026-11-15 Sun 15:14 UTC · link
I really doubt that it was a surprise. The big cloud providers talk to suppliers (and potential suppliers) frequently to telegraph future demand, both the amount of parts and specs.

OAI would be doing the same.

[−]reenorap · 2026-11-15 Sun 15:55 UTC · link
No it was a huge surprise. I bought a 512 GB Mac Studio for $9k in April 2025 which was market. Even as recently as Jan 2026 I bought a 5070Ti for $750, the retail price. Now it’s $1500. No one anticipated the effects.
[−]lokar · 2026-11-15 Sun 17:10 UTC · link
I meant it was not a surprise to the ram manufacturers when demand shot up. Customers did not show up with massive orders out of nowhere.
[−]kasabali · 2026-11-15 Sun 16:16 UTC · link
It was a surprise (https://www.mooreslawisdead.com/post/sam-altman-s-dirty-dram...)