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  • Build It And They Will Go

    From MIKE POWELL@21:4/134 to MORTAR M. on Wednesday, January 14, 2026 08:23:00
    That's gonna be tougher going further. With the increase of AI production an the closure of Crucial, prices and availability of chips are will be going in opposite directions and not in a good way.

    Based on what I consider hearsay, it sounds like at least one of the AI bigshots has pre-ordered a bunch of memory which binds the supply chain
    even more.

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  • From Mortar M.@21:2/101 to MIKE POWELL on Friday, January 16, 2026 15:37:48
    Re: Build It And They Will Go
    By: MIKE POWELL to MORTAR M. on Wed Jan 14 2026 08:23:00

    Based on what I consider hearsay, it sounds like at least one of the AI bigshots has pre-ordered a bunch of memory which binds the supply chain
    even more.

    That's standard practice for any business when needing to keep an inventory of parts.
    --- SBBSecho 3.34-Linux
    * Origin: End Of The Line BBS - endofthelinebbs.com (21:2/101)
  • From MIKE POWELL@21:4/134 to MORTAR M. on Saturday, January 17, 2026 08:46:00
    Based on what I consider hearsay, it sounds like at least one of the AI bigshots has pre-ordered a bunch of memory which binds the supply chain even more.

    That's standard practice for any business when needing to keep an inventory o parts.

    I don't think it is SOP to pre-order a supplier's entire capacity for a
    set period.
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