新智元报道
最近，奥特曼被骂翻了！
只因他采访中的一句话——
普通人个人电脑里装那么大的内存，非常糟糕！
这句话，直接让全球PC用户、游戏玩家的血压飙升、破口大骂。
现在，这句名言已经成为X的热度第一
在他看来，你辛辛苦苦攒钱买来的32G或64G内存，居然只有5%利用率，真是把全人类宝贵的硅片资源给浪费了。
要让奥特曼说，就该把全球稀缺的内存资源，全部塞进他的云端数据中心，由他来统一分配。
更讽刺的是，话音还没落，奥特曼就出现在韩国龙仁，和五十多位三星总裁开了一场闭门会议。
这是亲自去内存工厂的老家「抢粮」了啊。
显然，现在情况很明了了：他根本不是在跟我们普通人讨论资源分配，他是直接通知——这桌菜，我要端走了~
这是要彻底断了普通消费者的活路啊。
事情发生在Stripe联创主持的播客《Cheeky Pint》上。
两人谈性大兴，谈及全球内存短缺，奥特曼振振有词地说：
当我们审视全球有限的DRAM供应链时，会发现资源分配非常糟糕。
因为全球数以亿计的个人电脑中，囤积了海量的内存，但在绝大多数时间里，这些内存的使用率仅仅只有5%左右。
紧接着，他抛出了自己的「天才方案」：
如果将这些稀缺的DRAM资源集中部署在云端数据中心，我们就能实现算力吞吐与任务并发的最大化利用。
让资源去到最需要它的地方，这才是合理的。
也就是说，在他眼里，你们这群下班打打游戏、平时开几个网页看视频、做PPT的普通人，根本不配用大内存！简直是占着茅坑不拉屎。
全球的内存产能就这么多，个人电脑多装一根内存，AI服务器就少一根。
所以，别买内存了，全交给我吧！
此言一出，全网直接炸锅。全球的PC用户、电竞玩家、数码博主以及本地大模型的极客们集体破防，怒火中烧。
一个攫取了全球所有资源的亿万富翁，现在还要来抢普通人的内存条？
凭什么？！
按照奥特曼这种强盗逻辑，你车里的安全气囊和灭火器一辈子只有一次，所有应该集中交给消防队？
有人以眼还眼、以牙还牙：从全球资源配置的角度，我们真的该把他肢解了。
这套最大化效能的逻辑，也能用到他这个亿万富翁自己身上——
你买的游艇、豪宅、房车也很低效，是不是该把资源分配给教育、贫困问题和就业机会上？
奥特曼这次真是太奇怪了。他大概是精神错乱了。
甚至有人诊断奥特曼患上了「职业病」——「数据中心脑萎缩」。
当一名高管整天都在谈判数千亿美元的基础设施资本支出、台积电的晶圆厂产能分配以及数吉瓦的电力合同时，就会患上这种病。
当你完全生活在这个泡沫之中时，你就会开始把整个地球的硅片供应看作是一个单一的优化图谱，任何闲置的字节都让人无法容忍。
在他眼里，你不是用户，是「闲置产能」。
而最妙的是，说这话的人，恰恰是全球内存紧缺的最大推手。
半导体产能是有限的。大量产能倾斜给AI服务器，消费级市场的产量就会断崖式下跌，直接引发了当下最恶劣的后果：消费者硬件成本全线飙升。
经常逛图吧、卡吧，或者最近看京东、淘宝准备装机的朋友肯定深有体会。
近半年来，受到AI热潮的虹吸效应，PC端的固态硬盘（SSD）、内存条（RAM）价格简直像坐了火箭一样。曾经几百块钱就能买到的2TB固态、32G内存，现在都快买不起了。
巨头作妖，凭什么让我们交「AI税」？
奥特曼，就是当前内存价格暴涨最大的元凶之一。
去年10月，奥特曼飞到首尔，和三星、SK海力士分别签下意向书，为Stargate锁定内存。目标是：每月最多90万片DRAM晶圆。
90万片，可能占到全球DRAM总产量的约40%。韩国媒体算过，三星和SK海力士当时的月产能加起来，也就勉强够得着这个数。
一家公司，张口就要全球四成的内存产能。市场当场就慌了。
到2026年3月，剧情急转：奥特曼「买下」40%的晶圆，原来只是写了几封意向书，而且他可能压根没打算把它们变成真金白银的订单。
可问题是，市场不会区分「意向」和「订单」。
恐慌已经制造出来了，产能已经转向了，英睿达已经关门了。
结果，DDR4的价格，一年暴涨了24倍！
这种言论不仅暴露了硅谷精英式傲慢，更暴露了他的算计：奥特曼根本不是在心疼地球上的环保和资源，他只是在心疼那些没有变成他兜里钞票的算力！
他恨不得顺着网线爬过来，把你电脑里的内存条直接拔下来，插到OpenAI的机房，再按月收你的服务费。
据外媒和韩国媒体爆料，奥特曼与约50名三星集团的高管（甚至还有SK海力士的代表）举行了极高规格的闭门会议。
奥特曼这次韩国之行，核心诉求可能只有一个：在当前全球内存严重短缺的危机下，强行绑定三星和SK海力士，用钞能力为OpenAI疯狂锁定全行业的内存产能！
这就是奥特曼阴险的「连环计」：
第一步，在舆论上PUA消费者，给你洗脑，让你觉得普通人买大内存是有罪的、是浪费的。
第二步，在供应链上挥舞着投资人的几百亿美金，把上游产能买空，直接从源头掐断消费级内存的供应。
他一边站在道德制高点上指点江山，一边把消费者的餐桌掀个底朝天。这种既要当导师、又要抢钱的吃相，何止是难看，简直是欺人太甚！
甚至有网友开始阴谋论：奥特曼这些AI大鳄一开始就计划好了——他们不光要垄断智能，还要逼普通消费者去租电脑使用，从而使用用户的所有数据！
他们拿着几百亿美元的投资，在供应链里大肆扫货、哄抬物价，把普通人的装机成本推向天际。
然后转过头来，还要用一种悲天悯人的傲慢姿态对你说：「哎呀，你们这帮穷人既然买不起大内存，就别折腾那破电脑了。来，买我的云服务吧，一个月只要20刀哦，我什么都能帮你算。」
这是何等的讽刺？
科技的进步，原本是为了让算力更加普及，让每个人都能享受到红利，花更少的钱，买更强的性能。
想当年，个人电脑之所以被称作伟大的发明，就是因为它把计算能力从那些大型机（Mainframe）的高阁中解放了出来，交到了每一个普通人的桌面上。
PC，代表着赋权，代表着个人的数字主权。
而今天，以OpenAI为首的巨头们，正在明目张胆地开历史的倒车。他们试图把计算能力重新收回，集中到少数几个寡头控制的超级数据中心里。
在他们的终极反乌托邦构想中，未来的你或许根本不需要强劲的电脑，你只需要一块连着网、能显示画面的玻璃板。
你所有的工作、所有的娱乐、所有的思考过程，都要依赖于他们云端的服务器，并为此源源不断地缴纳「算力租金」。
你不再是设备的主人，沦为巨头数据的奴隶。
参考资料：
编辑：大卫
不喜欢
本文由 AI图鉴自动抓取并翻译，版权归原作者所有；如需查看原文请点下方链接。
New Ji-won.
Lately, Ottman was scolded!
Only because of a word he was interviewed about,
It's a terrible thing to have that big memory on a man's personal computer!
This is a phrase that directly raises the blood pressure of the world's PC users, game players and scolds.
Now, the famous word has become X's hottest.
In his view, the fact that you struggled to save the 32G or 64G memory that you bought, with only 5 per cent utilization, was a waste of the precious silicon resources of humanity.
To get Otmann to say that it is up to him to put the scarce global memory resources into his cloud-end data centre and to distribute them uniformly.
Even more ironically, as the tone of the speech had not fallen, Ottmann appeared in the Republic of Korea and had a private meeting with over 50 Samsung presidents.
This is the "food grab" that went to the memory factory.
Obviously, the situation is clear: he's not even talking about resource allocation with us ordinary people, he's direct notification - This table, I'm taking it.
It's going to kill ordinary consumers.
It happened on the podcast Cheeky Pint, sponsored by Stripe.
The two talk about sexual exuberance, about the global memory shortage, and Otmann says, with his words:
When we look at the limited global DLDD supply chain, we find the allocation of resources very poor.
Because, of the hundreds of millions of personal computers around the world, there is a hoarding of large amounts of memory, but for the vast majority of the world ' s time, the usage of such memory is only about 5 per cent.
And then he threw out his own genius scheme:
If these scarce DRAM resources are concentrated in cloud-based data centres, we can maximize the use of both computing and task.
It is only reasonable to let resources go where they are most needed.
That is to say, in his eyes, the ordinary people who play games after work, who usually have a few web pages to watch videos, who are PPTs, don't deserve a big memory! It's just a mess.
There's so much global memory capacity, one extra memory on a PC, one less on an AI server.
So don't buy the memory, leave it to me!
When that comes out, the whole network goes right to the pot. The world's PC users, electric players, digital bloggers, and local LLM rivals have broken out and burned in anger.
A billionaire who has seized all of the world's resources, now to rob ordinary people of their memory?
Why?
According to the bandit logic of Otman, the airbags and fire extinguishers in your car are only once in your life, and all should be concentrated in the fire department?
There are those who are eye-to-eye, eye-to-mouth: from the perspective of global resource allocation, we really should dismember him.
This logic of maximization can be used on his own billionaire.
The yachts, mansions and trailers you buy are also ineffective. Should resources be allocated to education, poverty and employment?
Otmann's so weird this time. He's probably insane.
Even Otmann was diagnosed with an "occupational disease" — a "data centre brain atrophy".
This disease occurs when an executive negotiates hundreds of billions of dollars in infrastructure capital spending, the distribution of capacity at a crystal-turned plant and a power contract for several giva.
When you live in this bubble, you start to see the entire supply of silicon chips on Earth as a single optimized image, and any idle byte is intolerable.
In his eyes, you're not a user, you're an idle capacity.
And the best thing is that those who say that are the biggest pushers in the world.
Semiconductor capacity is limited. A large amount of production is tilted towards AI servers, leading to a fall in production from consumer-level markets, with the immediate worst consequences: a sharp rise in the cost of consumer hardware.
I'm sure my friends who have been watching Kyodong and Quixuan are aware of this.
In the last six months, the price of solid hard drives (SSD), memory bars (RAM) at the end of the PC has been almost as high as the price of a rocket because of the iris effect of the hot tide. The 2TB solid, 32G RAM that used to be bought for hundreds of dollars is almost unaffordable.
Why should we pay the "AI tax"?
Otmann, one of the biggest contributors to the current surge in memory prices.
Last October, Ottman flew to Seoul and signed a letter of intent with Samsung and SK Hercules to lock out the memory for Stargate. The target is a maximum of 900,000 DRAM crystals per month.
900,000 tablets, which may account for about 40 per cent of total global DRAM production. The Korean media calculated that Samsung and SK Hercules were able to add up to that amount.
One company, open-door, requires 40 per cent of global memory capacity. The market panics.
By March 2026, the scene had suddenly turned around: Ottman "buyed" 40 per cent of the crystals, had written only a few letters of intent, and he probably had no intention of turning them into real and silver orders.
The problem is that the market does not distinguish between "intentional" and "order".
Panics have been created, capacity has shifted and Wisdom has closed.
As a result, the price of DDR4 went up 24 times a year!
This statement exposes not only Silicon Valley elite arrogance, but also his calculations: Ottoman is not worried about the environment and resources on Earth, he's worried about the numbers that didn't turn into money in his pocket!
He'd rather climb over the line, pull out the memory strips from your computer, plug them into Openai's room, and collect your service monthly.
According to news from external media and the Korean media, Ottman had very high-level closed meetings with some 50 Samsung executives (and even representatives of SK Hercules).
On this trip to Korea, the core claim may be one: In the current crisis of severe global memory shortages, Samsung and KK Hercules have been forced to lock down the industry's memory capacity with monetary power!
This is Otmann's insidious "Systems":
First, in public opinion, PUA consumers, brainwashing you, making you think ordinary people are guilty and wasteful of buying large memory.
The second step was to wave tens of billions of dollars from investors on the supply chain, to buy out upstream capacity and to cut the consumer memory supply directly from the source.
He stood at the height of his moral highness and raised the bottom of the consumer table. It's a bad idea to be a coach and rob money.
Even online friends began conspiracy theory: Ottman, the Ai alligators, planned from the beginning — they wanted not only to monopolize intelligence, but also to force ordinary consumers to rent computers, using all the data of users!
With billions of dollars in investment, they sweep the supply chain, raise prices and push the machine costs of ordinary people into the sky.
Then he turned his back and said to you, with a pitiful arrogance of the merciful: "Yah, you poor people can't afford to buy a large memory, so don't mess with the computer." Buy my cloud service. I'll do anything for you.
What kind of irony is that?
Scientific and technological advances were intended to make computing more widely available and to enable everyone to enjoy dividends, spend less money and buy more performance.
In that year, personal computers were called great inventions because they liberated computing power from the highs of the Mainframe and handed it over to every ordinary person on the table.
PC, which represents empowerment, represents personal digital sovereignty.
And today, the giants, headed by Open AI, are openly driving history backwards. They tried to regain their computational capability and concentrate it in a few oligopolistic super-data centres.
In their ultimate anti-Utopia vision, you probably don't need a strong computer at all in the future, you just need a web-connected glass plate that shows the picture.
All your work, all your entertainment, all your thinking processes are dependent on their cloudy servers and are constantly paying "calculating rent" for them.
You're no longer the owner of the equipment, a slave of giant data.
References:
Editor: David
I don't like it.
Auto-fetched and translated by AI Atlas. All rights belong to the original author.