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Matl 7 hours ago

> The DRAM companies would be building more if they could.

You keep arguing as if there's only one side to this, the producers/DRAM companies who can't scale production fast enough.

But there's two sides to a market, the producers (DRAM makers) and the consumers, (AI industry). I am arguing for increasing the supply by taking some away from the AI industry. This is BECAUSE on the production side there's no way to address this fast enough.

HeWhoLurksLate 6 hours ago | parent [-]

The DRAM producers have also agreed to work together to raise the prices in the past and are probably rather enjoying it being their turn to get a ton of money again. d Free markets break down when cartels form, because then you wind up with an effective monopoly despite having multiple suppliers

https://en.wikipedia.org/wiki/DRAM_price_fixing_scandal

https://ec.europa.eu/commission/presscorner/detail/en/ip_10_...