https://hackerpaper.kaipfister.de/p/2606.24616/Collected HN comments and submissions linking this paper.enMon, 02 Nov 2026 11:16:22 GMThttps://news.ycombinator.com/item?id=50044196urn:hackerpapers:mention:2606.24616:50044196Sun, 11 Oct 2026 15:15:06 GMT<p>How are all these related news regarding silicon shortages surprising at all? It was well predicted that while 2023 chip turmoil[1] was happening, big AI aimed to secure almost all of the demand[2] intended for consumer markets regarding RAM chips so as to win the AI race going forward from that date. They cannibalized almost the entirety of the supply chain, so that they could sell you the incredibly subsidized AIaaS[3] with still considerably higher inference and astronomically higher training process without as of late 2026, failing to achieve any meaningful productivity at all[4]. The…</p><p><a href="https://hackerpaper.kaipfister.de/p/2606.24616/">Paper and discussion history</a>. A mention is not an endorsement.</p>cs.AI