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Altman gobbling up RAM ought to be the wrecks the AI bubble

This only makes sense for OpenAI in a scenario where hardwar...
https://imgur.com/a/o2g8xYK
  11/25/25


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Date: November 25th, 2025 6:52 PM
Author: https://imgur.com/a/o2g8xYK


This only makes sense for OpenAI in a scenario where hardware matters more than software for one thing. If this is an efficient allocation of scarce resources, we've been doing our analysis wrong the whole time. It's not about how "good" your model is, it's about whether the competition even has the hardware to compete, isn't it?

(http://www.autoadmit.com/thread.php?thread_id=5802533&forum_id=2Ã#49460722)