What I heard on the ground floor from various system integrators, components manufacturers, and other companies, is memory supply has been tied up for all of 2026, and that shortages could last as long as until 2031.
Sure it’s scuttlebutt but wouldn’t surprise me as being true.
In a just world, OpenAI would be investigated for market denial…
I’m betting on a $700/$800 Steam Deck 2 when that launches and that being a solid deal. PS6 and it’s rumored 36GB of memory, don’t hold your breath for a release
eli5 why doesn’t someone produce ram and refuse to sell to AI companies and make a bloody fortune?
AI investment isn’t rational like consumer spending. Consumers will only spend what is reasonable for their needs.
The AI bubble allows companies to purchase inventory at higher prices than consumers will ever pay then leave it on a shelf unused. The suppliers are making record profits supplying them. Unless China increases supply beyond the current memory cartel all we can do is wait for the inevitable market collapse.
Honestly the funniest thing would be Chinese RAM being cheaper even with tariffs and then eating Micron’s lunch
To spell this out clearly, the reason RAM has quadrupled in price is that a huge quantity of RAM that hasn’t been produced yet has been bought with money that doesn’t exist to populate GPUs that also haven’t been produced to go in datacenters that haven’t been built powered by infrastructure that may never exist to meet a demand that doesn’t exist at all to make profit margins that mathematically can’t exist while economists talk about this thing they call the “rational markets hypothesis”.
This cyber enron circlejerk wont last that long
The market can remain irrational longer than you can remain solvent.
this is not “the market” that phrase is referring to
