I’ve avoided updating my computer for years over one overpriced component of another. GPU and now DRAM.
Now is the time to buy a graphics card at or below MSRP before the ram prices spike them back up.
For example, OpenAI’s new “Stargate” project reportedly signed deals with Samsung and SK Hynix for up to 900,000 wafers of DRAM per month to feed its AI clusters, which is an amount close to 40% of total global DRAM output if it’s ever met. That’s an absurd amount of DRAM.
Will these even be useful on the second hand market, or are these chips gonna be on specialized PCBs for these machines?
The NAND market is an effectively monopoly that has been caught price fixing in the past. They desperately want to keep prices as high as they can so they tightly control supply to prevent having any excess product. This screws everyone over as soon as there’s a spike in demand that they failed to account for.
Instead of just keeping a consistent supply and allowing prices to drop from competition, we end up with price rollercoaster that peaks every few years then crashes back down again. The severity is just higher than usual due to the higher demand from data centers.
The market desperately needs a new player that just consistently creates supply instead of playing stupid games, but the barrier to entry is too high.
What’s spiking is everything needed to run a AI datacenter, in order. First they spiked the price of GPUs, then the very instant that started to cool DRAM spiked. Electricity itself looks very much like it might be next, and we’ll be on to water before too long.
The NAND market is an effective monopoly that has been caught price fixing in the past. They desperately want to keep prices as high as they can so they tightly control supply to prevent having any excess product. This screws everyone over as soon as there’s a spike in demand that they failed to account for.
Instead of just keeping a consistent supply and allowing prices to drop from competition, we end up with a price rollercoaster that peaks every few years then crashes back down again. The severity is just higher than usual due to the higher demand from data centers.
The market desperately needs a new player that just consistently creates supply instead of playing stupid games, but the barrier to entry is too high.
Just built a rig to give me enough raw power I move however I need yo when this all blows up. Went with a Ryzen 5000 series cpu and ddr4 ram and a godawful motherboard with an Intel B580 cpu. It’s cheap but I now have more options.
Too bad I couldn’t get the opnsense VM working properly so I’m stuck with keeping the firewalla running. But that may not matter as the Nazis want to kill the internet anyway. We may be forced to rely on wonky mixnets like reticulum.
I’ve avoided updating my computer for years over one overpriced component of another. GPU and now DRAM.
For example, OpenAI’s new “Stargate” project reportedly signed deals with Samsung and SK Hynix for up to 900,000 wafers of DRAM per month to feed its AI clusters, which is an amount close to 40% of total global DRAM output if it’s ever met. That’s an absurd amount of DRAM.
Will these even be useful on the second hand market, or are these chips gonna be on specialized PCBs for these machines?
