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.
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.
That ram isn’t usable in consumer hardware.
Plus their fallback plan is almost certainly to push subscription based virtual desktops.
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?
So hold your breath for 4 years, got it. No problem
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.
🤣😂🤣😂🤣😂🤣😂🤣😂🤣😂😂🤣😂
And consumers are STILL letting Nazi-centers buy all the RAM. Folks lost the art of revolt/boycotting.
In a sense this AI bubble is really two things, it is partially a bullshit bubble full of idiots and it is partially an embodiment of the basic philosophy of Sun Tzu demonstrating the act of losing a war before it has ever begun by becoming obsessed with pouring everything into a costly illusion that only the elite are really enamored by.
The same thing with the F35, that thing is a thesis and world monument to the philosophy that the way to win a war is by making the opponent lose on multiple levels before you begin the outright war part. It doesn’t matter how well the F35 works or doesn’t work, the amount of resources and waste have already “lost a war” entirely from the diversion of a Trillion plus dollars of resources that could have transformed the US in any number of other more productive directions. The F35 already lost an entire war before it ever even fought in a battle.
Of course they would say that?
Eh, we’ll see how that will work out for them in the medium term. It all rests on how much the Trump administration is willing to pour into the AI around tripping scam to keep it going. Once that money stops, all of that stuff collapses quickly. IMO should be soon, they bailed out Japan such that they don’t sell their US bonds, because that would be catastrophic for the Trump administration.
