The weak link in the argument is the "1-2 GB DRAM stays stable" claim. That tier is stable because demand sits elsewhere. If AI workloads actually migrate down-capacity at scale (which is what the piece advocates), pricing pressure follows them.
babblingfish 3 hours ago|
This is what keeps Amodei and Altman up at night. Their whole moat is data centers. But what if we didn't need the data centers?
wmf 3 hours ago|
This article is an ad for Hailo and frontier AI will never run on the edge so A & A have nothing to worry about.
(I define frontier AI as that which doesn't run on the edge... gotcha.)