With OpenAI already enshitifying ChatGPT with ads, and the whole datacenter demand being pegged to questionable (economically, socially, environmentally) build up plans, what if the music stops in just a few months from now? Will micron course-correct? There’s no point fulfilling OpenAI’s orders after the company went belly up, right? And the point of OpenAI orders was first and foremost to buy the competition out of market, so even if LLMs need memory, and LLMs keep being a thing in the years to come, it’s unlikely that this overcapacity will serve an economical purpose.