i don’t buy the meta and ai memory fud:

- google just shut off meta for using too much compute, why would they then need to sell excess compute?
- meta owns one of the largest fleets of gpus, they’re likely selling the older ones for inference (like spacex) while they utilise newer rubin’s.
- memory is without doubt the scarcest commodity in AI, demand outpaces any projected future supply by 5-10X.
- in the event someone designs a chip, model or agent that requires less memory - this will only result in MORE memory demand
have you been watching how much memory these agents gobble up per session?
come on now