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Almost all of this - as @edzitron.com has documented extensively - is via letters of intent, which pretend to move around billions of dollars while having almost zero legal meaning. The “purchases” of the world’s RAM won’t happen. But they’ll fuck the pricing of consumer devices for years.
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I’ve spent 30 years writing about the games biz, which has fended off countless waves of hucksters and bullshit artists, but none quite as awful as the AI bros selling a future where we’ll all consume slop through a hose with no human creativity on the other end. But like every other bullshit trend…