The truly absurd part is that datacenters are barely being built and those that are built can't be turned on because they don't have enough power. Satya Nadella admitted recently that they have warehouses full of unused hardware because they a) can't get datacenters built and b) don't have enough power i.e. this whole RAM scandal is a bloody joke. If OpenAI goes bust (their financials are a huge mess and lots of red flags - they might not even survive to IPO!) and then what will happen to all those "inked" deals to buy all that RAM?