"We did share last quarter that memory and storage costs made up roughly 15 percent to 18 percent of our PC bill of materials, and we now currently estimate this to be roughly 35 percent for the year," said CFO Karen Parkhill on the company's latest earnings call. She also confirmed that part of the company's response will be price increases. Samsung similarly warned of potential price increases due to AI-induced memory shortages.
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I wanted to test this claim with SAT problems. Why SAT? Because solving SAT problems require applying very few rules consistently. The principle stays the same even if you have millions of variables or just a couple. So if you know how to reason properly any SAT instances is solvable given enough time. Also, it's easy to generate completely random SAT problems that make it less likely for LLM to solve the problem based on pure pattern recognition. Therefore, I think it is a good problem type to test whether LLMs can generalize basic rules beyond their training data.