Those RAM prices will drop like a rock soon. When AI investments are shown to not yield returns on investment, the investments will plummet, and at that time RAM production will be higher than ever.
So if you can, hold out a few months on buying anything where RAM is a factor.
Gov, yes, MAGA base, no. The MAGA base, including people like Bannon, are at odds with the tech oligarchy. While the tech bubble strains markets and eventually wrecks them, Trump’s love of the broligarchy strains his base. Both will hurt almost everyone, but I’d like to think no-one will feel the brunt of this madness more than the US admin as the US economy trips over its own hubris.
Even Sam Altman is recognizing that profitability is a bigger problem than he originally thought.
I think investments could already be slowing down, but of cause this is also a pissing contest among the richest people in the world.
And they may think the one that can stay the course will be the ultimate winner.
So I’m not sure this race is decided based on reason, because billionaires tend to be megalomaniacs.
So you may need to buy a new battery for your old phone if you want to avoid the high RAM prices. 😋
The market can stay irrational longer than you can stay liquid.
And I know you aren’t investing here, but the point is that if you’re looking for things like bubbles to pop when you expect it, don’t. This could last for years yet if there’s enough will for idiots to keep buying.
The bubble has been going on this entire year and more. The difference is that now the people that created the bubble are beginning to recognize that there may be a slight problem with profitability.
Unfortunately its my understanding from this article that the type of RAM being demanded by AI data centers isn’t the same as standard DDR5 consumer memory.
I assume that means it won’t be possible to directly reallocate those chips to the consumer market when the AI bubble bursts. The manufacturers will have to switch their assembly lines back to consumer chip production and then supply will slowly ramp up as those facilities come back online.
Those RAM prices will drop like a rock soon. When AI investments are shown to not yield returns on investment, the investments will plummet, and at that time RAM production will be higher than ever.
So if you can, hold out a few months on buying anything where RAM is a factor.
The question is how soon.
The bubble can go on for a long time with circular financing schemes and it has full backing of the US gov.
It’s worth pointing out that lack of RIO has been a thing for a while now.
Gov, yes, MAGA base, no. The MAGA base, including people like Bannon, are at odds with the tech oligarchy. While the tech bubble strains markets and eventually wrecks them, Trump’s love of the broligarchy strains his base. Both will hurt almost everyone, but I’d like to think no-one will feel the brunt of this madness more than the US admin as the US economy trips over its own hubris.
Even Sam Altman is recognizing that profitability is a bigger problem than he originally thought.
I think investments could already be slowing down, but of cause this is also a pissing contest among the richest people in the world.
And they may think the one that can stay the course will be the ultimate winner.
So I’m not sure this race is decided based on reason, because billionaires tend to be megalomaniacs.
So you may need to buy a new battery for your old phone if you want to avoid the high RAM prices. 😋
The market can stay irrational longer than you can stay liquid.
And I know you aren’t investing here, but the point is that if you’re looking for things like bubbles to pop when you expect it, don’t. This could last for years yet if there’s enough will for idiots to keep buying.
The bubble has been going on this entire year and more. The difference is that now the people that created the bubble are beginning to recognize that there may be a slight problem with profitability.
Just like my phone
When I bought my phone I wanted to keep it for 5 years, I have 3 left.
I said this about GPU prices once, with coin mining instead of ai
Because at least bitcoin has a useful purpose (hiding money the government)
That’s not true, Bitcoin is so well-tracked that the USfgovt was able to yoink back all of the coins used in the Silk Road in the years since.
Coins provide a cryptographic ledger that is useful for a few things, but the “privacy” thing was always sort of a hoax.
Unfortunately its my understanding from this article that the type of RAM being demanded by AI data centers isn’t the same as standard DDR5 consumer memory.
I assume that means it won’t be possible to directly reallocate those chips to the consumer market when the AI bubble bursts. The manufacturers will have to switch their assembly lines back to consumer chip production and then supply will slowly ramp up as those facilities come back online.