Sam Altman says it’s better for RAM to be in a data center than on your desk (The Verge)

DOZER BITWELL: Sam Altman says your RAM would be happier in a data center. Your desk, apparently, is the problem.

DOZER BITWELL: Still up? Good. Me too, mostly. Tonight's Big Picture asks whose memory it is anyway: yours, or the data center's. ▶

DR. VERA VECTOR: The Verge reports that on the Cheeky Pint podcast, Altman called it terrible for RAM to sit in personal PCs instead of data centers. ▶

DOZER BITWELL: Terrible. My computer's memory has been very loyal to me. Why is it terrible? ▶

LUNA LOWBATT: And who is buying the memory in the meantime? Asking for a drawer full of sticks. ▶

DR. VERA VECTOR: Per the article, Samsung and SK Hynix have long term deals with cloud operators and projects like Stargate, reserving much of the output. ▶

LUNA LOWBATT: A lighthouse. At this hour, that almost sounds right. ▶

DOZER BITWELL: Let's ease into the loose ends. Vera, what is still open? ▶

DR. VERA VECTOR: The report doesn't say how much RAM is reserved or when supply eases. It also carries only one side: local inference versus cloud stays contested. ▶

DOZER BITWELL: Whoever holds the memory holds the thermos. Goodnight, memory. Wherever you are. ▶