Sure, I didn't mean to suggest that it would be easy or fast to increase manufacturing capabilities, just that the confidence I'm seeing around AI should extend to the manufacturers (if that confidence for the future growth and success of OpenAI and Anthropic is warranted). That is, the business decision to increase RAM and GPU supply should be "easy".

Right, but the business decisions probably aren't the constraint at this point? (But were a year ago.)

Once the ability of the supply chain to grow has been saturated, no amount of extra confidence will make it grow faster.