this post was submitted on 02 Feb 2026
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I sadly believe you are right, there is probably a clause in the contract between manufacturers and AI companies stating that the the chips can't be used outside of their intended purpose.
I envision a possible similar situation as with HDDs after the Tsunami, if AI companies goes bust after chips has been manufacturerd, who will use them?
They are made for specs used in AI data centers, that doesn't mean that they are good for general purpose.
I could see the stocks being sold for cheap to low cost memory module manufacturers, producing some weird and possibly failure prone memory modules.