Why DRAM Prices Skyrocketed | Ramblings from the Void
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This is an experimental and opinionated piece that I hope triggers some interesting discussion about the current situation with memory makers getting sued and possibly/allegedly the prices being deliberately manipulated with.

If anyone actually manages to read this, feedback is welcome

  • ms.lane@lemmy.worldEnglish
    0·
    1 month ago

    Because of Stargate.

    AI was definately hurting supply before that, but it wasn’t ‘unlimited money’ hurting supply, they could only buy up at a reasonable rate.

    Trump’s Stargate project and China’s instant response has eaten all the ram.

  • Dave.@aussie.zone
    0·
    1 month ago

    Every large AI startup is racing to be the last one standing. They are all gobbling up compute resources to ensure that they have the best competitive advantage when others go broke. That includes soaking up all the future supply they can to restrict their competitors ability to do the same. In < 5 years time there is only going to be one commercial AI company left, and all the rest will just be skeletons picked clean of all their resources.

    Be prepared to live with whatever hardware you have now for about 10 years. If you’re lucky things will be back on an even keel by then.

    • hikosan@lemmy.mlOPEnglish
      0·
      1 month ago

      nobody is going to get sued

      I gotta agree with you, because the people who are currently suing memory makers seem to be names I’ve never heard of, maybe they are trying to cut some money for personal profit. But even Valve was frustrated with the way how they are unable to negotiate the prices, it’s like only a few companies can (like OAI, Anthropic, SpaceX, etc.), basically the ones who are currently “in control” of stock market prices.

      It makes me think of when Epic Games sued Apple: at some point, there could be more “smaller” companies like Valve that would be frustrated with the situation enough to do something about it. Maybe we should boycott the use of AI (unlikely), maybe we should boycott buying next gen consoles (more likely), etc. We can do something about it if we, as a society, become more conscious about the situation, even though conscious consumerism sounds overly optimistic.