I don’t know if as much RAM has been sold as claimed. Maybe it’s a tinfoil hat thing, but I think this is mostly smoke and mirrors.

Why would companies buy all these chips and not have somewhere to plug them in? If you believe NVIDIA (which totally isn’t Enron) then their next line up of AI purposed GPUS are supposed to be much more impressive and won’t even match the same server racks as the old ones. So why not wait?

Where are these GPUS? Are they in the room with us right now?