What was claimed
It’s quite terrible to have everybody have a bunch of the world’s limited supply of DRAMs sitting in their own computer, and being used 5% of the time. You want maximum utilization.
Our verdict
Needs cautionAltman made this global-allocation argument, but the cited reporting does not quantify how much DRAM is held in personal computers. This is Altman’s proposed allocation preference, not a demonstrated universal fact. Cloud infrastructure can share resources, but the optimal allocation depends on workload, latency, privacy, and user needs.