There’s no guarantee that AI companies will need this amount of product indefinitely, while PC manufactures will always need RAM. Alienating them would be commercially foolish.
They do this because everyone else allows them to. I think computer and device manufacturers have more leverage than RAM manufacturers if they join together. Yet they don’t, because today’s management class is vastly incompetent.
There’s no guarantee that AI companies will need this amount of product indefinitely, while PC manufactures will always need RAM. Alienating them would be commercially foolish.
Foolish in the long term, but quite effective in the short term.
I don’t disagree, but it seems their priorities are not on long term stability.
They do this because everyone else allows them to. I think computer and device manufacturers have more leverage than RAM manufacturers if they join together. Yet they don’t, because today’s management class is vastly incompetent.