Not everything is a conspiracy launched by shady billionaires in smoky back rooms. This is straightforward.
The AI companies are in competition so they’re building AI DCs at a breakneck pace in hopes of being the one who crawls out the blast crater when the bubble pops. This building mania predictably sent shock waves through RAM and other tech supply chains.
As to home compute, most people happily ditched their PCs a decade ago and do everything on their phone. I’m not sure tablets are popular anymore. Keep in mind, most consumers can’t pronounce Raspberry Pi and sure don’t want or need one. Ask the “man on the street” what he thinks of the RAM shortage and you’ll get a blank stare.
What “conspiracy”? They openly have more ram than they can install even given the best possible build out. They have also openly stated that they are buying more than they need, to intentionally price-out the competition, and that they want everyone to rent compute from them instead of owning their own.
Why would you paint this as a “conspiracy”? Are you just that ill informed, but chose to speak anyway? Or are you intentionally supporting it?
Not everything is a conspiracy launched by shady billionaires in smoky back rooms. This is straightforward.
The AI companies are in competition so they’re building AI DCs at a breakneck pace in hopes of being the one who crawls out the blast crater when the bubble pops. This building mania predictably sent shock waves through RAM and other tech supply chains.
As to home compute, most people happily ditched their PCs a decade ago and do everything on their phone. I’m not sure tablets are popular anymore. Keep in mind, most consumers can’t pronounce Raspberry Pi and sure don’t want or need one. Ask the “man on the street” what he thinks of the RAM shortage and you’ll get a blank stare.
What “conspiracy”? They openly have more ram than they can install even given the best possible build out. They have also openly stated that they are buying more than they need, to intentionally price-out the competition, and that they want everyone to rent compute from them instead of owning their own.
Why would you paint this as a “conspiracy”? Are you just that ill informed, but chose to speak anyway? Or are you intentionally supporting it?
https://futurism.com/artificial-intelligence/sam-altman-hates-local-ai-models-computers
https://www.msn.com/en-us/news/other/nvidia-is-claimed-to-have-created-the-gpu-crisis-through-channel-stuffing/ar-AA2fWaLc
The RAM price jumps hurts smartphone prices too. Several models have basically no upgrades from the last year’s generation (see: Pixel) because of it.