Why Local AI Inference Can Strain the DRAM Supply

Oh, I think there are like all of these ways where the supply chain, it's just like super non-obvious. Um, an example of this is people-- A lot of people want local inference, and somehow they assume that like the problem is solved now because we're gonna have open source models,

and we're gonna be able to run them on our computers, and so we're not gonna need all this stuff in the data center. But from like a global allocation perspective, actually, it's quite terrible to have everybody like have a bunch of the world's limited supply of DRAM sitting in their own computer and being used- Mm.

-five percent of the time. Like you want maximum utilization in the cloud if you're trying to like deal with this very supply-constrained environment.

And, and somehow everyone's i- m-many people's intuition is the opposite of that