• Blue_Morpho@lemmy.world
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    2 months ago

    It was over 20 years ago Intel said something like you aren’t a real company if you don’t have a fab.

    I think the big companies like Apple are going to vertically integrate more because the RAM shortage isn’t going away. Even after the AI clouds collapse, home users are going to buy more. No one wants their lives on ChatGPT, but everyone wants a better local spell checker and that’s 128GB per person.