We quickly being put back into a pre 80’s PC as a luxury era.
“Please buy our product, don’t wait for prices to drop. We need to sell at current prices to maintain stock valuation.”
Osborne effect, mutated.
Exactly. Why should anyone believe what the RAM cartel says? It’s in their best interest to lie about this.
When price and supply are in the hands of the company with currently infinite demand, why wpuld you kill the gold rush?
Not like you’ll have a choice when your hardware fails and you want to keep using your PC.
At this point, if my RAM fails I’m done. Wake me when the industry collapses.
Benefits of being a tech hoarder. I’ve got backups. And an unexpected benefit of the slowing of tech advancement is that stuff that’s 10+ years old still holds up pretty well.
When the AI dam breaks, after I’m done laughing my ass off at all the morons who lose millions or billions, I’ll wait until the various companies are desperate to sell RAM and SSDs for insanely cheap prices and only then will buy up a lot to replenish and hold onto (with hopefully a good shelf life).
I cannot wait for the day when the Nazis are all dead, and the corporate greedy assholes are all poor. Interestingly that Venn diagram isn’t spread too far it seems. So…two birds, one stone, maybe?
I mean these projections are probably based on anticipated demand that may never arrive. Whenever the AI bubble pops, that’s when hardware prices will return to something resembling normal.
So what happens when all the NAND chips fail to turn a profit with all these Datacenters they’re going into.
Ah see, that’s why we have socialized losses. Only profits are privatized.
The public will pay for the losses with bail outs, because letting a corporation fail just can’t happen. On paper these corpos should have all the risk; in reality they appear to no longer have any.
Bail out.
With what public goodwill/political capital? There would be riots. There nearly were riots after the '08 bailouts and this would be a bailout of the most hated collection of companies in the country by the least popular administration since we started polling for that. That shit is actually not going to fly, it is simply not an option realistically available to them (unless they like shooting themselves in the foot with a submachine gun)
Not as likely. Best case we get really cheap slightly used PC parts at bulk level prices because the bubble pops. Real case is the cost doesn’t actually bring any profit because only businesses with high disposable wealth were the parties invested. This makes them pull out.
The RAM used for AI isn’t the same as what PCs use.
No but the market will shift regardless. Its just a money sink for all the hoarders for now.
IMO those datacenter plans are going to go poof in the face of open weight model efficiency gains. There will be lots of cheap ram.
Those efficient open weight models still need 500k of hardware to run the good ones for a few concurrent users (single digit amount). They still require a ton of resources for training.
So hold your breath for 4 years, got it. No problem
Of course they would say that?
