posted in Technology

cantankerous_cashew@cantankerous_cashew@lemmy.world

2027 RAM Capacity Has Reportedly Been Sold out

www.ign.com/articles/ramageddon-continues-another-year-as-2027-memory-capacity-is-reportedly-sold-out
IGNNow That 2027 RAM Manufacturing Capacity Has Reportedly Been Sold Through, It's Hard To Imagine the RAMageddon Ending Any Time SoonA new report suggests that all three memory manufacturers — Samsung, SK Hynix, and Micron — have collectively sold through their 2027 memory manufacturing capacity to AI companies.
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Dookieman12@Dookieman12@piefed.social

Replying to an earlier post

My prediction:

  1. Investors continue to fuel demand, choking supply
  2. Plans to monetize LLMs don’t pan out
  3. Eventually, lenders call their margins
  4. Investors see the called margins and get spooked; demand fizzles
  5. AI companies desperately try to liquidate their positions. Seeing the price of components, there’s a rush to sell while prices are high.
  6. PC components flood the market
  7. Record high supply, record low prices
  8. PC gaming golden age
ParlimentOfDoom@ParlimentOfDoom@piefed.zip

Replying to an earlier post

OpenAI is likely to be the first domino to fall that causes the whole bubble to pop. They’re burning over $10-15 billion a year in losses, and have shown that any attempts to scale only increase that burn rate. They’re running out of investor money to toss into the fire.

And they just announced a last ditch free unlimited for everyone plan to…I dunno drum up interest or hope it converts to paying customers or something. So their costs are about to skyrocket even more, accelerating their death spiral

en