> So while RAM is a commodity product, this insane price difference didn't make any sense.
Supply and demand coupled with the fact that a RAM fab can't (trivially) output compute chips, and vice versa, a compute fab can't output RAM. It's two completely different supply chains.
Supply and demand coupled with the fact that a RAM fab can't (trivially) output compute chips, and vice versa, a compute fab can't output RAM. It's two completely different supply chains.