https://www.forbes.com/sites/josipamajic/2026/03/25/openai-and-anthropic-count-revenue-differently-and-investors-are-looking-into-it/

Raising 122 billion in IOUs is not what you think it is. AI (LLMs) are here to stay, but it’s a bubble just like the cloud shit was.

There is a reason both of these companies keep pushing back their IPO… gotta cook the books more to make it seem like they’re what they claim to be worth.

Also on ram prices:

https://wccftech.com/ddr5-prices-in-china-face-a-complete-collapse-as-memory-markets-from-shift-from-desperate-scarcity-to-sudden-uncertainty/