# The Supply Chain Hack That Got Positron Into Oracle Cloud - Date: 2026-04-20 - Category: Artificial Intelligence While Nvidia and Apple locked up TSMC Arizona through 2027, Positron skipped the advanced memory everyone else uses and got into Oracle with commodity DRAM from phones. The deal is real. The 500B parameter ceiling is real. Whether LPDDR can bridge it is the $50 billion question. ---