I have a feeling every single supplier of DRAM is going to be far more interested in long-term contracts with Apple than with (for example) OpenAI, since there's basically zero possibility Apple goes kaput and reneges on their contracts to buy RAM.
I have a feeling every single supplier of DRAM is going to be far more interested in long-term contracts with Apple than with (for example) OpenAI, since there's basically zero possibility Apple goes kaput and reneges on their contracts to buy RAM.
Yes, but OpenAI wants $200 billion in RAM and Apple wants $10.
But you DO have to consider the possibility they Enron themselves and the promised $200 billion never exists. These are not the most honest of people.