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Comment Re:OPEC, but worse (Score 1) 63

Huh? He made 20 bits of 300nm RAM. Impressive but doing it like that is not very scalable, the ram cells need to be 100 times smaller, error free, and the number of bits needs to be in the billions. What's his cost per bit to produce that?

There's only what .. 3 or 4 DRAM companies for a reason. It requires billions of dollars investment and hiring the right people to get in the game.

Comment Re:Fuck you Larry Ellison (Score 1) 36

May you and your son lose everything.

Along those lines, Paramount owns Comedy Central, which airs South Park, which has a $1.5B 5-year streaming contract with Paramount -- and South Park (now, South America) is regularly trashing Trump, the GOP, billionaires and data centers -- along with pretty much anyone else, even liberals, who deserve it ... Sure, Paramount and Ellison will probably make money airing SP, but it shows where their real priorities are. Trump and MAGA are just a means to an end.

south park paramount deal

Comment OPEC, but worse (Score 4) 63

What incentive do they have to press the accelerator on DRAM production increase? High end DRAM isn't a commodity. A random person can't build a factory and start producing these chips. There's a select few companies (that aren't supposed to collude, but are all members of the same golf, or karaoke, club). There is no incentive for any of the DRAM produces to ramp up production. They have a product people are willing to pay any bags of cash for.

Why would they go do a fool thing like increase production?

Increased production, which comes with risk, will reduce the price of DRAM dramatically. Increased unit sales won't make up for the loss. That's the lesson OPEC taught the world in 1972. They reduced production by 4%, and the price of shot up 100%.

Did you catch that? The production of oil by just the OPEC countries was reduced by 4%, the price of oil shot up 100%. The inverse of that is, if you're producing oil and increase production by 4% the price of it will halve. In other words you'll make less money not more.

Comment Re:It's got to be Trump's fault - somehow... (Score 2) 70

Another problem is people who will pretend that since we cannot prove something is directly Trump's fault, we must absolve him of all responsibility.

The bigger problem is that even when something is clearly/directly Trump's fault, some people, including Trump himself, absolve him of all responsibility.

Hell, the FDA Nominee Dr. Heidi Overton wouldn't even say in her confirmation hearing, under oath, that Trump could ever be wrong about something. Straight-up cult stuff... Google: nominee can't say trump wrong

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