I look forward to when CXMT scales up and provides cheap memory. The memory cartel will cry about unfair competition, just like when Japan was kicking ass with memory in the 80s.
Their data centers are flammable. Just sayin’
… thats kinda counter productive… they would order more hardware
Their CEOs are flammable too. Just sayin’
Someone tried the home
Would they actually be able to afford it? Investors have been throwing endless amounts of money onto the fire but in OpenAI’s case at least, it was all essentially bought like “I’ll pay you later, trust me”, right?
I’d assume convincing companies twice that you’re trustworthy enough to buy the world’s supply of RAM with an IOU wouldn’t be possible but I guess I thought the same thing for the first time as well
edit: either way, I’d take a longer period of expensive RAM if it meant a giant “fuck you” to the AI companies
Also if the AI bubble does pop and they have to liquidate all these data centers, that’s less stuff for us to buy on the fire sale
They’re really not though.
(Obviously, don’t do crimes.) That being said, a warehouse full of toilet paper is flammable… a warehouse full of aluminum racks and silicon isn’t.
In addition, their fire suppression systems don’t use water and so any fire that you did manage to create would be suppressed without affecting operation.
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Restricted Access Memory
Restricted AI Memory
Oh that’s even better
RAIM
RAID: Restricted AI Data
AHCI: Actually Human-Controlled Information
And now the press are calling us ‘device hoarders’ for taking good care of our shit and not wanting to upgrade to new devices too.
Millennials are ruining the device industry smh
If only we lived in a country with consumer protection and anti-monopoly laws.
enforcement of existing consumer protection and anti-monopoly laws would do wonders(or tax, wage and hour, vehicle and many others). We actually have some pretty decent laws, they have either been deliberately underfunded, avoided per lobby or overruled by appointed activist judges.
Pretty much the only way out is fire and force it seems, as history shows.
I do but it doesn‘t matter much because the US Empire holds all the cards here.
Then the prices will come back down, right?
Right?
Yes, they will
By then a lot of other PC components manufacturers went bankrupt because they aren‘t selling anything when no one is buying new computers. We are likely experiencing the collapse of the home computer market as we know it.
Fuck AI
i’m convinced corporations want us all to soon be using shitty computers like Chromebooks running everything in the cloud.
You’re absolutely correct. They want their app on your devices and they want you permanently signed into whatever bullshit service they’re promoting.
Depends on when the AI bubble pops.
Waiting for the “waiting for ai bubble to pop” bubble to pop at this point.
It‘s funny. The people who betted against the housing bubble knew 2006 would be the year where none of this was sustainable anymore. The bubble burst in 2008 and they had to take several loans to finance their bet. Despite it being obvious to us now and a few insiders back then, that bet was highly risky because you never know who might help the market go down a self destructive path for how long. Even when everyone already knows it‘s a bubble they might spend a $trillion more just to keep up the illusion. The government will bail them out anyway, right? So why not take the entire economy down with them?
Define bubble in this context and lets see if it still applies to something that has persisted despite overwhelming claims it is a bubble about to pop.
Truly at this point it just seems calling the AI industry a bubble is trying to be mean rather than making an observation. You aren’t going to hurt an industries feelings you should instead be factual.
Bubbles pop, this is something else. Feel free to be self righteous but if you are just regurgitating something you think is insulting and because you want it to be true you are a fuckwit.
Chatgpt came out in late 2022. Are you arguing that because the AI bubble didn’t pop yet that it’s not a bubble? The internet persisted but that doesn’t mean the dot-com boom wasn’t a bubble.
Yep. Comparing this to the dotcom bubble is just foolish they are not the same. You are going to have to back it up with some facts please fuck off with your opinions.
I’ve been researching this a bit… I’ve come to the conclusion that there is no AI bubble. In fact, we’re only just getting started down this road. Unless there’s some massive 100x efficiency breakthrough in training AI and inference, the entire world is going to be building seemingly endless AI data centers (and the normal compute kind, e.g. for stuff like AWS, Google/YouTube, Meta, banks) for at least a decade. Probably a little longer (12-15 years before demand levels out).
Everyone thinks that “AI data center” means ChatGPT, Claude, Gemini, etc but there’s 10,000x more demand for AI than those services. Think: Pharmaceutical companies trying to find proteins, scientists (and big agriculture!) trying to model the weather, and other businesses trying to automate stuff. Not just software; robots and things like conveyor belts.
Another example: Ever use one of those self-checkouts that’s mostly just a camera pointing down, where you place the stuff you’re purchasing? That uses AI too.
Having said that, there is a great big bubble in AI: OpenAI, specifically. That will definitely pop one day. And hopefully, the DRAM bullshit will go along with it.
Yeah, the LLM and picture generation bubble will burst but that isn’t ‘AI’, it’s a tiny subset of tasks that happen to be easy to train because the companies involved have helped themselves to all of the text and images created by humanity.
The other uses of AI are harder to train, because we don’t have centuries worth of robotic motion data or a YouTube of folded protein data. Those are the uses that will have the most impact in the future, as they are developed.
LLMs are a bubble, AI is not.
I agree with it not being all chatgpt type, but considering that even nvidia was hyping it up as war tech I think this is a bit of wishful thinking.
The types of AI you mention at the start of your comment has been around for years and isn’t exactly the problem we’re facing as far as I have researched. The AI bubble is a result of the hype around transformer-based generative AI and not so much about AI itself. Neither datacenters nor AI are a new thing and up until 2020 they weren’t as much as a problem as they are today due to the hype and increasing demands by these large models.
The problem is literally a scaling issue for generative AI and those that decide to build new datacenters just for this usage are ignorant to the environmental and socioeconomic issues as being the limiters that they should be.
Pretty sure that shortage would be indefinite. Same for consumer GPUs. Maybe some other tech shortages will appear.
The new shortage crisis will be in the energy sector.They will want to conserve energy resources and will therefore implement daily planned power outages. They will then transfer this saved energy to AI-like technology companies and the military.
Samgung
Yes that is a major electronics manufacturer.
If it is, I’ve never heard of it and they have zero online presense on the English web.
Well, acktually, you’ve never heard of it because it is a text string and you can’t hear text strings you can only read them.
Troof
“Cause fuck you…” - news editorial board
Is the RAM shortage a problem worldwide or are there countries that have laws to prevent this/have enough RAM?
I think this is overly pessimistic as CXMT is scaling up DRAM production. They don’t do HBM but that’s irrelevant to regular consumer
Edit: they do HBM. Still they contribute to the supply of all DRAM modules
