Comment by deadbabe

Here’s the thing, what if memory manufacturers take this opportunity to collude and basically never reduce the price of memory below the current levels since it’s too hard for a new competitor to just rise up and undercut them? Everything I hear about is how hard and risky it is to spin up a new fab.

And by doing this, they ensure local LLMs never become feasible for the vast majority of people and AI companies solidify subscriptions forever.