Hey friend listen, I know the world is scary right now butIt's gonna get way worse.
>>741900618>sanjay Lmao this shit is gonna come crashing down
EIGHTY FIVE PERCENTThat is their gross profit margin this quarter, and estimates are that it will only get higher, you vill own NOTHING and will never get cheap ram again
>>741900618>>741901059Yeaaahhhh, totally not a bubble!!1!
>>741900618Micron no longer makes consumer memory so this is bad news for AI data centers.
>>741901175The government will just bail these companies out because the dystopian surveillance state they wish to enact necessitates AI development
in their announcement for the xbox price hike, ms said that the price of ram and storage has doubled over the last couple years, and then they add that they expect it to double again by next year. everything's great!
We'll see. It's possible that things will get worse, but I feel like I'm seeing the wheels come off of AI. Google has their own TPU, I've been using it w/ GCP for a while now, and OpenAI just announced their own chips, and I know that Microsoft and Amazon are working on the same, so Nvidia is going to be marginalized in the space they lucked into. That doesn't necessarily mean anything for Micron/RAM as a whole, custom hardware needs RAM too. But I don't see any sort of big scramble to expand RAM manufacturing capacity, which would be the thing to do if you thought there was going to be such high (and unmet) demand going into the future. The recent revelation that OpenAI has 5.6 ready to go but won't/can't release it and the US gov is going to hand approve every user is a pretty bad sign for overall adoption/demand.Either way, you won't be buying any RAM in 2026.
>>741901175We're halfway through the year and you idiots said it would have popped months ago. Turns out shit changes when you have revolutionary technologies.Reminder that AI right now is the worst that it's ever going to be.
>tfw upgraded to 32gb ddr5 a few months before this shitstorm began
>>741901342Prices will still drop, China wont just bury the ram and chips after the bubble bursts, it will be just like when there was a cripto mining crisis and used graphic cards flooded the market deirty cheap.
>>741901712>Reminder that AI right now is the worst that it's ever going to be.But possibly better than you'll ever have access to again.
Based. Let everything burn down. We either make the great leap forwards or we head into the dark ages. Win either way!
Just buy your RAM now because things will get a lot worse (and expensive) before they get better (which They don't want happening).
And you think that Xi would just sit there and watch? for the CCP profits come second
The most likely result of this is a lost generation where PCs and everything else consumer switches to the trailing edge. Before, DDR5 was available to consumers right away. In the future, DDR6 will become available only when the big clouds start switching to DDR7 and the extra capacity is there. You'll get 1nm CPUs a year or two later, etc.
>>741902267You won't get it period. They can't let you have it if they hope to sell you compute power via subscriptions.
>>741900618>prices>ever going down
>>741902413That is another possibility. Microsoft would love to sell everybody thin clients that connect up to Azure. Not a big fan of that either, but it could happen.
>>741900618>It's gonna get way worse.Good.
>>741900618not a cartel btw
>>741901468Designing their own chips mean nothing when it’ll take years and Nvidia won’t sit back during that time either, won’t even get into how horribly mogged OpenAI is by Claude
>>741900865fpbp
All a ploy to make cloud subscription computing a reality
>>741901342No it doesn't, the tech for all the surveillance already existed and the current timeframe for expansion of surveillance powers are the same as they always were, political ai obsession is geopolitical, the fear of being one uped up other nations on something
>>741901712>DDR5 RAM>Revolutionary
I built a system with 32 gigas RAM when the 9800X3D released. And I got new NVMes too. I don't plan on upgrading for another 10 years. Thanks for asking.
>>741901712Anyone who told you a specific timeframe for when it'd pop is a retard. The only thing that's going to make it pop is investors losing faith in the capabilities of future AI systems, and that's not going to happen until the AI companies themselves stop being able to bullshit their way out of promises they've made and haven't been able to keep.AI used to mean an actually intelligent computer system with generalized capabilities, but LLMs came along, and they moved the goalposts to AGI. And now they're proving that LLMs can't do everything, they'll never actually be intelligent, and they still make huge mistakes about 20% of the time. So the goalposts have moved to World Models and ASI. All for the same thing they said GPT-2 already was. All we've gotten out of "AI" is trash. The internet is full of generic blogs and websites no one is reading, that no human is MEANT to read. They all exist just to siphon money out of Google AdSense for some retard in Bengaluru to live a little higher on the hog. Social media is full of shitty bots that exist just to spam the same "fun facts" and ragebait every single day so some crafty dickhead in Lagos can set his whole extended family up in real apartments.Businesses are advertising with AI generated slop that looks like dogshit. Restaurant menus look like shit with fake pictures that don't represent the food. Boomers are posting ugly, stiff bitmoji-ass "political cartoons" that have fucked up text and copy-pasted faces. Even if AI is everything you say it is, do you really want that to be the future? Do you want a world where no one can buy their own computer parts and everyone is getting all their entertainment as custom-made bullshit? A world where there's no culture to share and none of your beliefs are ever challenged or reinforced by contact with the real world? Do you really think that there's some special sauce you possess as an "expert prompter" that can't itself be replaced by such an advanced AI?
>>741902965>when it’ll take yearsTook years, past tense. I can run PyTorch on Google's in-house chips right now, I just did. It's not theoretical. Amazon and Microsoft's aren't far behind. That's GCP, AWS, and Azure. The chip that OpenAI announced today was taped out 9 months ago and Broadcom is already making them right now as we speak. That's nothing to Micron and RAM prices, but it's nothing good for Nvidia. Especially when you note that Google even has PyTorch running natively now, so it's not just the hardware. They're obviously a little behind the curve on this, but even Anthropic is moving in that direction. And while all this is happening, you have production ramping up on Chinese GPUs which might not compete with top shelf Nvidia yet, but give it another year and a half to two years. Even if the wheels don't come off of AI, it's clear the role Nvidia plays is being reduced.
>Sanjay'Jeets are the first existential threat to civilisation. They are using their diarrhoeaspera to colonise tech institutions and then hold the planet to ransom from there; exsanguinating percieved "reparations for colonisation theft".The world either stands in unison to expel every, last corpojeet back to its scatological Hell-hole -- forbidding any faecalite from holding any station of influence in human biomes -- or the world WILL devolve into a chaotic dystopia; a "Greater Buttrat".>this is not a shit-post>nearly a quarter of planet comprises of this malignant manure>this is a grave, deathly warning projected straight from the Palantir /!\
>>741901712>you idiots said it would have popped months ago.How’s that SpaceX IPO doing, bro? You makin big money on those 30% daily share price drops? I hear a lot of people saying that XAI losing $12bn a year, 4x the earnings of SpaceX and Starlink put together, is why the share price is plummeting, but I guess this tech is the future and the line can only go to da mooooon
>>741901816>mfw going from struggling on 8gb to 128gb ddr4 a few months before prices started moving
>>741900618micron is actually cheaper than a dollar right now, what are you talking about
if you guys thought the little steam box being over a grand was bad just wait until snoy and ms have to negotiate with these demons for millions of consoles. and keep in last gen hardware is getting hiked to 750+
>>741904773
>>741900618This sounds like cartel bullshit. They are going to be hit with huge fines, but they apparetly don't give a shit.
>>741900618Yeah, buy the news baggies
>>741904476BTW, it's not just the meme "CEO" scatolojeets who are in on this -- it's every, single, last bipedal coprophage in existence. This is there TRUE religion; not those hundreds of retardate "gods" they concoct on an hourly basis. Their gospel is to spread itself like shit on fingers after the toilet paper tears, and into every nook and cranny on the planet Earth; until there is only Farron Keep writ large.
>game developers are going to be forced to finally optimize their games >this is going to lower the prices of other components I want to adress retards that were saying stuff like this over the past 8 months. They are paid shills, but lets pretend they are just retards instead.1. Games won't get lower requirements, the exact opposite is going to happen. Who has money? Memory makers. Can they afford to pay game developers to keep the requierements high? Who do they sell to after AI has enough? You. It will keep going up and up and you will be forced to either buy new ram, or subscribe to cloud PC. Or just leave PC gaming, but we know you wont.2. GPU, cpu...are already up. 10-20%. Mobos are next.There will be articles, videos and threads making fun of everybody that doesnt want to adjust to the new prices.It's already happening with steamcube.
>>741904864ram manufacturers have been fined a billion times over the past 25 years, that's all that ever happens, its not even a slap on the wrist, its just a small tax.
>>741904864Who's going to give them those fines? Can you please point the finger?
>>741901816I could have opted for 64GB but decided "eh 32gb will be fine I can always upgrade later"
>>741904971>after AI has enoughit will never have enough, that's the joke.consumer hardware as you know it will no longer exist.
>>741904971>>game developers are going to be forced to finally optimize their gamesNo they won't, they will keep making them awful while using DLSS as a crutch. Soon every game will look like Vaseline is all over the screen because of how hard DLSS will be chugging.
>>741901816>32gbthat's like celebrating being 5'8".anything below 128GB is poverty tier
Prices quite literally never come down, anybody who ever told you otherwise is a retard.
>>741900618Damn. This is bonkers. I don’t think this counts as price fixing, either.
>>741900618You just know the bubble is about to pop, when you start reading sensationalist BS like this. China could start flooding the market with cheap DDR5 ram by tomorrow for all we know. Not to mention that GlobalFoundries and other contract manufacturers have the capability to manufacture RAM with some retooling.
>>741900618>didn't buy Micron stocks at the beginning of the ram squeezeNone of you are white.
This would instantly be fixed if Chinese RAM were allowed to flood the market. Luckily, the US government made importing Chinese RAM illegal. What a funny coincidence :^)
>>741901059someone explain to me how there is zero competition popping up to make cheaper RAM
>>741905740>You just know the bubble is about to popAre you fuckers paid to let the chuds hope or what? Where the fuck is it popping?
>>741900618I'm never waiting to build a PC ever again, I'm taking a loan out if I can't pay upfront next time.
>>741905372So in 15 years we’ll be saying “Nobody knows how to render native HD. We lost the technology long ago.”
>>741905889isn't most of it made in taiwanit's something along the lines of "only a few areas actually have established production" IIRC, which I assume means Taiwan is getting a fuckload of money while other areas probably panic and try to build up their own thing to get a cut of that pie
I really really hope Musk dumps his SpaceX stock at the earliest possible opportunity, forcing the NASDAQ and tens of millions of people's retirement funds to plunge eventually causing a global recession with that moment compared to the worse day for the stock market since Black Thursdayso I can finally upgrade to DDR5.
>>741905791It's actually worse than that, I bought 125 shares last year, but panic sold for about $81. Today it was $1,200 last time I looked. I'm White as cotton, but a lot poorer than I could have been.
>>741905889It's a cartel. They purposely limit production to keep profits high.
the bubble pops when you retards stop consoomingaka never
even apple is upping their prices, it's so incredibly over for videogame hardware
>>741904971>game developers are going to be forced to finally optimize their games No. They'll just offer cloud gaming as an alternative for the 90% who won't be able to afford new gaming hardware.
>>741900865Why is it always J&J
>>741905372>>741906368You are both fucking braindead.
>>741900618>people budgets already being strained>prices keep going upat some point consumers will just stop buying shit, you're already seeing it in consumer PC market with motherboard sales down, now everyone is jacking up the prices of other electronics and those will follow suit
>>741906136why is nobody outside the cartel able to make RAM
>>741906368>>741905372Does your brain straight up ignore everything that isnt written in eye catching green color?
>>741906679Because they are in invited into the cartel when they start making chips.
>>741900618Thank the Lord above I built my PC when I had money.
>>741906679It's very difficult to break in but has low profit margins. Only countries like China have an incentive to create a competitor.
>>741906675Okay, sales are down.Here's the big question...are the prices down too? Shouldnt that be how economics work in books? Memory makers make so much money that they Can straight up cover the losses of other makers.
>>741905889No but my guess is that it takes years to spin up new factories that can increase supply. Maybe it’s a case where companies want to but aren’t able to move fast enough.
>>741905740>You just know the bubble is about to popShow proof of short positions Nostradamus. You won't
>>741900618Microsoft claimed they anticipate prices doubling again by the of end 2027 when discussing the Xbox price increase. This is going to get so much worse.
>>741905889>someone explain to me how there is zero competition popping up to make cheaper RAMIt will happen eventually, because the profit margin is huge. DDR5 is an open specification and RAM chips are not complex at all and do not require an advanced manufacturing node, so expect some companies to pop-up out of nowhere to and start having their RAM manufactured by GlobalFoundries, TSMC or even Intel.
>>741900618>Sanjay MehrotraSend him to the bathroom
>>741900618>Trump gives trillions of dollars to the AI companies to buy whatever they want at whatever price they want>Investors also invest AI companies trillions to buy whatever they want>Trump increases prices further by starting a war that causes a fuel debacle and tariffing the shit out of every company that makes components>Tendies are genuinely too fucking retarded to even understand that AI is now a significant proportion of their retirement funds after all the AI IPOs and if the AI bubble pops they can say goodbye to all their moneyBut yes, your prices are definitely going to decrease!!!! Why don't you retards vote in Trump a third time and see how much more he manages to increase prices after the first and second times!!!!
>>741906679US was supposed to have memory factories this year but they keep getting pushed back all the while stealing tax payer money from the chips act. Shits fucked.
>>741906107This is why people who buy single stocks lose their butt. They tell you about the one time they caught a big fish, but never the countless times they didn’t or worse had a big loss.
>>741906994Also expect them to be shut down by the cartel.
>>741900618>VIDEO GAMES NEED A CRASH 2.0 >NOOOOOOOOOOO NOT LIKE THAAAAAAAAAAAAAAAATI welcome video game hardware getting more expensive. FUCK poorfagsFUCK higher specsFUCK visual fidelityFUCK FPSFUCK 4kFUCK a wider audienceFUCK game studiosFUCK gamers
>>741906024Unironically this. I’m tired of explaining to retards how this is what’s coming, let’s just rip the band-aid off already and start the spiral.
>>741906889selling motherboards at a loss isn't going to make ram any cheaperat some point it stops making sense to stay in business
Leave RAM prices to me.
I hope you guys used your high knowledge in tech to 10x your money over the last year
>>741900618Yeah I'm American so absolutely nothing is terrifying for me. Can't relate to you third worlds. Shit is cash over here.
>>741900618Damn feels weird to see threads about Idahoan companies on 4chan like they're a big deal
>>741907093>AI is now a significant proportion of their retirement funds after all the AI IPOsOnly SpaceX managed to run that con, and it flopped so hard that the fast tracking to index funds got denied for OpenAI and others outright.
>>741906024them rewriting laws to squeeze all institutional capital out of the unwashed masses has been amazing to witness
>>741905740>China could start flooding the market with cheap DDR5 ram by tomorrowThey are not allowed to sell their memory here. This goes back to a ruling made in 2024The REASON Micron is able to gouge like this is because all other competition has been snuffed out
>>741907105Correction: It was supposed to have factories before Nvidia bought Intel. Now it won't because that would directly conflict with Nvidia's desire to keep prices hyperinflated for decades.
Gas is unaffordableGroceries are unaffordableHealthcare is unaffordableHousing is unaffordableCars are unaffordableGPUs are unaffordableRAM is unaffordableSSDs are unaffordablePokemon cards are unaffordableConcerts are unaffordableSports events are unaffordableRetirement is unaffordableBeing poor is unaffordableGaming is unaffordableThe Steam Machine is unaffordableEverything is unaffordable
>>741907506This is worse than when humans lived as hunter gather groups and had to shelter in caves.
>>741907506Oh we haven't hit the bottom yet, not in a long shot.We aren't third world/Russia tier yet where we have to choose between eating good food or filling up our cars. We aren't at South America territory where Goya (They literally all them 'Goyim' down there and sell cheap shit with that name on it) is selling watered-down juices and gross tortilla food that's 40% recycled wheat. Things can always get worse, way worse, and they will not care.
>>741901816same but ddr4>>741905478I really didn't need any more, and my upgrades have always gone well, from 4GB to 8GB to 16GB to 32GBAnyway, if I'd known this would happen, I would have bought more RAM last year
>>741907125
>>741907506American Edition:Education is unaffordable European Edition:Air conditioning is unaffordable
>>741905740>China could start flooding the market with cheap DDR5 ram by tomorrow for all we know.They already started. DDR5 RAM is not an advanced technology at all, so it is relatively easy to manufacture. HBM is a different story, but that doesn't interest us consumers.
>>741907749British Edition:Air condition is illegal
>>741907506>>Pokemon cards are unaffordableI'm laughing that NFTs failed and yet this scam is still going strong. People really are blind.
>>741906024He can't until August I think. Minimum holding period
>>741907506What IS affordable?
>>741907881your mom
>>741907827>NFTs had zero useful usecases.>Pokemon cards can be used to play games.
>>741900618I guess it's time to go outside and touch grass. How will jews cope when all the young chuds that are currently stuck in their rooms playing digital goyslop start doing shit in the real world like exercising, socializing and partaking in hobbies that you can't gatekeep with digital ID shit?
>>741907827>>741908067Just print your own Pokemon cards it's cheap as shit and you can submit any design you want to china or buy their own fakes
>>741901059With high prices during a shortage you're able to buy stuff, but it's expensive. With low prices during a shortage you're just shit out of luck and can get fucked. >>741905889There is. It's not something a grugg like you can cobble together in his garage. Shit takes time.
>>741906675>why don't they just turn the economy off so I can buy a cheaper gaming PC?I don't know, protagonist-kun.
>>741908154Girls will laugh at you if you pull out fake Pokemon cards in the club though...
>>741908067there's a bunch of nft games, they're all about as fun as playing the pokemon tcg too
>>741906024SpaceX is going to continue to drill. The market capitalization is 2 trillion USD, which is absolutely insane for a company that only has profits of 20 billion USD and posted a loss of 5 billion USD last year.
>>741908376None of those games required NFT technology to be realized
>>741905889The amount of money and time it would cost to create the infrastructure to make more is less than the projected profits and estimated time the bubble will last. Basically, unless the bubble lasts way longer than expected (bad), anyone who would try to enter the market to break the monopoly would suffer a loss because they couldn't get something up and running quickly enough before things are projected to turn back to normal.
>>741901712>Reminder that AI right now is the worst that it's ever going to be.Unless they pass laws concerning where AI get their training data and they force everyone to start from scratch.
>>741907506You missed one. Even (digital) hoarding is unaffordable.
>>741907506>>741907125>he think muh vidya is the thing to worry aboutKEKwait until this starts affecting medical machines and business computers. THEN shit is going to get real fun.
>>741905889Because even German chip companies are booked for years and nobody trusts China for shit, I am not buying Chinese bullshit with secret spyware or spy chips that exist to steal all the inventions in the world.Because of this extreme fear of using Chinese products we will never have enough chips.>>741906107This is always a feather in your cap, you can still be a good investor and have one of these printed out to live forever in your sock drawer to remind you to have the diamond hands.>>741906024Literally its already happening Apple went down 5%+ today because they said we sadly cannot prevent raising prices because the chips are skyrocking in prices.
>>741906675They don't careAll of this is a precursor of phasing out DIY PCs and then prebuiltsThe memory makers don't care about consumer tech anymore, they've gone B2BNvidia will spin off/sell their GeForce division in a couple of years, AMD will pretend to care about consumers but they will go all in with AIslop and extend AM4 and AM5 throughout the 2030sIntel is done, they'll be propped up like HP, Boeing, IBM, etc. but will no longer be relevant and any chip they make will also go into AI
>>741901342Yup>>741908652Western governments are not going to restrict big businesses, especially not tech companies run by jews and indians
>PCsissies locked in historically tight chastity cages for five years
>>7419006185 years is long enough to allow china to take over the market completely.
>>741909307>the consolefag laughs as their xbox just got a price increase
>>7419054780% chance you even utilize that much I see so many retarded niggercattle buy that much ram because they think it makes up for their small peen
>>741905889No one is going to just come out of nowhere with the billion dollar hardware and infrastructure set up to make competitive RAM. This is not at all like running a lemonade stall. This is why capitalism doesn't work.
>>741900618>Well, i guess we're buying RAM from china now
>>741905889Because the West outscourced all of its industry to third world countries and now there is no infrastructure to start up factoriesChina might make some but only a retard would ever buy ram from a chink company
>>741909587Right, as opposed to all the government-made high tech consumer products, which are far superior to the ones made by capitalism?
>>741906675>oh you don't want to buy our stuff?>well okay, i'll just raise the price some more :)>what's wrong now? you weren't going to buy it anywaywelcome to the free market
>>741908760I'm just waiting for the AI to take over and start WW3. You say you're ready for shit to hit the fan, but you're not.
>>741907093>gronuld blomf did it!You cretins are the most useful idiots on the planet.
>>741900618PAY UP STEAMIESHAHAHAH
>>741909437>we're getting around to the next console generation>the bubble shows no sign of popping within the next five yearsthe base ps6 is about to launch at 2k and I'm here for it
>>741909695You are getting fucked in the ass with a smile on your face. Good for you.
>>741907506You voted for this :)
>>741909695Shit like smartphones and the internet was indeed a mistake the government should pay for making.
>>741909910That doesn't justify communism, anon. Just because you are given two choices doesn't mean the other one is better. That's the greener grass fallacy.
>>741909969The government made my cell phone? They are running my internet?
>>741900618You voted for this
>>741907506>sports events are unaffordableOnly NFL games.
>>741909695well now the government is bailing out these companies that supposedly make "high tech consumer products" except they aren't making them for consumers
I voted for this
>>741907881Love of Christ. >>741908120Unironically Chud gamers will thrive under the coming poverty. Gaming and sports events were holding back civilization.
>>741909727That's not happening because LLMs are glorified auto-compĺete engines.But what will happen is a massive hacking disaster."Vibecode" is an absolute nightmare of security holes, and LLMs (when with the right apparatus) are actually great at finding vulnerabilities.So you have this mass of unemployed angry ex-programmers, with tools that can find every hole that is being made by nocoders copypasting code.Hopefully this will not cause a complete system meltdown but i can't guarantee that.
>>741910175silly guy, the chinese silicon cartel isn't voted into power
>>741910102And that is a good thing?
>>741909570I mod games so I 100% use my 32GB at times
>>741909890Nah, it's more likely the current generation will drag on and they delay next gen.
I got this all for 750 before prices for everything went crazy
>>741900618I dont see what president of france would have to do with chip prices
OpenAI is so scared shitless of their own garbage finances that their IPO is now "m-maybe 2027." I imagine everyone with a vested interest in this crap knows that that company is a ticking bomb and are trying to punt the issue for as long as possible
>>741910348the series x and the ps5 are both nearly six years old, they really can't hold off much longer. we're going to see leaks and announcements by 2028 and the semi-conductor mafia is not going to let prices go down by that point in time
>>741901712AI is going to have nothing but itself to learn from and it's going to give itself even more brain damage
>>741908120Concerts and sports events are expensive too, people scalp the tickets + Ticketmaster is a monopoly
>>741910474Also because claude is mogging them in every single way
>>741910474They plan to get bailed out by the US government. The administration is so stupid they might actually do it.
>>741900618>>741909684It is hilarious how DUMB and UNEDUCATED that anon is. In a few yrs, China is going to dominate the consumer side of the memory market because all the large makers have abandoned consumers. Chinese DRAM and NAND has been used for years in Western / American products for years. Some of them are probably even in your PC right now as some names that use Chinese memory areKingston ADATALexarKingBanketcBut the other memory makers like Samsung, Micron, etc have been doing it longer, more experienced and more importantly produced it cheaper. And it was always cheaper for Chinese to buy from these producers. But that isnt the case anymore, Chinese memory makers are coming in force with the most visual being CXMT. Great report on Chinese memory by GamersNexus belowhttps://www.youtube.com/watch?v=qzfhhAfxK-A
guess I'll just keep enjoying my vintage indie games and emulation. Let the pigs lap up their realistic AAA slop. They'll all kill themselves eventually.
>>741906524>>741906703Whatever man, I know what I saw.
>>741910872Why would China sell to consumers when they could instead sell to their own AI companies for way more profit?
Either China saves us from this hell or I'm going to have to get used to using the same PC for 20 years.
>>741911608why would the chinese artificially limit supply when they could sell to both instead?
>>741911608Because more consumers > less consumers
>>741911710They can't sell to both. You could increase current chip production by a factor of 5 across the world and prices would still rise.
I wonder who these "16 customers" are. What a cartel full of niggers.
>>741905478nobody needs more than 32gb right now unless you're a hardcore jeet spamming AI slop
>>741905889The reason this is happening in the first place is because even the established ram companies know they likely can't spin up extra production by the time the bubble will pass or mostly be passed. A little guy has no chance unless they were 90% of the way to entering the market anyway
When do I sell my 500 shares?
>>741901816Same, and also back in 2020 I bought a GPU just a few months before the prices spiked like fucking crazy. I think it was a 1650 Super, and it cost $175 or so, and then just a few months later I saw that same GPU going for like $350+it was nuts
Luckily China is bringing a lot of hardware factories on-line and they're going to crush the artificial scarcity the Taiwanese tech cartels are trying to push.
>>741901712>Reminder that AI right now is the worst that it's ever going to be.Really? Because image generation works worse across the board in a post Ghibli filter world
>>741905889CXMT is making RAM and more, they took like 5% of the market shortly after launching
The AI crash is gonna be hilarious
>your boicitty when Demarcus comes over
>>741905889there are, westoid corponigger government is just banning and sanctioning other companies to keep theirs afloat
>>741906703>Does your brain straight up ignore everything that isnt written in eye catching green color?
>>741906679It requires investment and the current monopoly can simply regulate attempts to build more fabs out of the market.Remember when we were supposed to get more chip factories in America by 2025? Remember how you completely quit hearing about those? The cartel is the cartel because it chooses who enforces the law.
>>741905740I don't think many people doubt that the bubble will pop, the question is, when?The market can stay irrational longer than most people can remain solvent.
well you can sign SCA's and you can terminate SCA's aswelllet's hope none of those customers trips on their way to the top
>>741904143Do you mind if I screenshot this post?
little do they know I just watch games on youtube nowadays LOLPLAYING video games is a dead hobby.
>>741904864nigger, the whitehouse has been openly insider trading 2 billion dollars worth of bets over the last 2 years and has a publicly known cadre of pedo / child sex traders in power.you really think they give a shit about consumer / monopoly laws anymore ?
>>741905889these facilities take years to make, taiwain is the only place with the technology / knowledge to make the more advanced electronics, AI companies will offer way more money for components than consumers just to keep it out the hands of other AI companies.its a perfect cascade of limited manufacturing capacity and competing with literal billion dollar industry buying everything.
reckon i could get a hot pair of used ddr2 for cheap still?
I gave orange man a lot of shit for being pro AI but he did something right for once. Boomers waking up to find that this technology is actually gonna kill us all
>>741910572Xbox might jump the gun out of desperation since the Series consoles already aren't selling, but Sony has 90+ million PS5s out in the wild, they'd be better off holding out for as long as possible. I guess we'll see who is right by the end of next year.
>>7419058891) facilities take years to make2) first world countries have laws protecting (You) from toxic ewaste and severe environmental damage from runoff. All these factories cause massive and toxic waste dumping / air pollution etc.3) No one is willing to work for the 3rd world tier garbage wages and endanger their own health in these factories required to keep prices sustainable4) Even if china builds these factories, expect Trump and the EU to tariff the shit out of them, so you are still paying expensive prices, see what happened with the tariffs and 3 EU fee directed at aliexpresses and temu recently. That's if 5) If not 4), the US banned all the cheap chink phones and then all the allowed brands decided to double their prices because they no longer have to compete with the chinks, they will do the same with RAM and other hardware components so you still have to pay out of the ass
>>741908870I unironically would rather have China steal my data than the US government at this point.
>>741907298Still a strong buy, no?
>>741914483Because you are retarded and Claude and the other AI companies are rolling out mandatory Persona biometric ID verification to use their services because of "US national security".Persona = Peter Thiel's (Palantir) Project 2025 mass surveillance project. Peter Thiel is Trump's puppetmaster.
>>741914483AI deserves to kill us all and I just hope it does it by robomarriage
>>741905830Why would you go on the internet and make up lies?
>>741914767>Peter Thiel is Trump's puppetmaster.Wrong, it's Putin. I mean Epstein. I mean Bibi.
>>741914919Thiel is the fucker who is behind all the ID verification laws across every country. Left or right, every single country is implementing 18+ age verification laws at exactly the same time.
>>741914919There's no puppetmaster.There are bunch of people with power because friends of friends of friends of friends and money, but everyone, EVERYONE is fucking retarded.Half of the shit you think it's a diabolical plan is damage control of the last retarded plan they tried and failed, if not damage control of the damage control of the damage control.It's a bunch of midwits going "hehe i can't live without my daily dose of human meat!" like if they were potheads, but with cannibalism.The whole AI end game is literally just fucking dragon ball."ETERNAL SUPER CHATGPT! HEAR MY WISH AND MAKE MY COMPANY PROFITABLE!"
>>741900618>Sanjay MehrotaTotal Jeet death
>>741906675Just pay in 4 brah, private credit's the new liquidity for the masses.
>>741914986This is why scapegoating is so stupid, it blinds you to what is going on around you. While they're busy going after Trump, governments around the world are already doing what they're accusing Trump of doing.
>>741907506and I live in 3rd world countryand my president is prabowo subiantoit's all over
>>741909587Musk probably has that billion alone in gta shark points. its chump change
>>741907506Just wait until you don't have any clean water or clean air anymore and constantly have to listen to the bone rattling roars and see bright light everywhere because of the data centres built next to you
>>741914615>and the EUWhy would EU do that? They have no domestic ram production to protect unlike vehicles.
>>741901059>gross profit marginThat doesn't mean much. In fact, the idea the jeet mentions this as a talking point feels like I'm getting scammed.
>>741916047Look, when WW3 starts and nukes are dropping on everyone's head, no one's gonna care about that. You're so shortsighted.
>>741916173>Why would EU do that?taxes means more money for the government anon. they already dropped a flat €3 customs duty on all small packages from non-EU countries (such as China) up to €150 worth. UK is also fastforwarding plans for that. big money.
>>741907105>>741907504we already have fabs
>>741916301The small package tax is there to protect domestic production. Chinese temucrap is cheap because it doesn't have to follow the same safety standards and other manufacturer responsibilities that the EU producers do.None of this is a concern for ram.
>>741901342that's not how bailouts work
The amount of people on /g/ who think that ram is like cheap plastic garbage that gets churned out by chink slaves is concerning. Surely this board hasn't become THAT tech illiterate?
>>741916541>The small package tax is there to protect domestic production. You realise that the small package tax already applies to all microcontrollers (you know like ESP 32, Rp2040, STM and clones etc), transistors, diodes, voltage regulators, sensors etc. There is NO domestic protection on these things already.
>>741905478Most games are going to be built around 16 gb of ram max going forward anon.
>>741914820I read into it its illegal for government stooges to import it but everyone else can.
>>741916661/g/ is like 95% Indians posting about consumer electronics like phones and smart watches. Useless fucking board in 2026.
>>741905889Fabricators are considered military and have to go through too much red-tape to get approved and opened. It took Intel years to be able to finally build their fabricator. Due to regulations, most western countries can't use chips printed in China, which is why they usually come from the US, Taiwan and Korea.
>>741908740>20TB 7200RPMEnjoy your long-ass load times
>>741900618>tfw chose to go with 32gb of ram instead of 16gb and a $50 gpu upgradekek
>>741900618I'm okay with my RAM for awhile, but holy fuck the SSD prices are hurting.
>>741907298Man I am so retarded. I prepped by buying SSDs but I didn't buy shares. Fuck me.
>>741918305Both the 2 terabyte 990 and SN850X are down 200 bucks from 1.5 months ago. If that's not a sign of recovery I don't know what is.
>>741918305kek I bought a 4tb sata ssd 3 years ago for 400 and thought that was a ripoff, now the same thing costs like 130% more
I think it's safe to say PS5 Pro and XSX just got an extra three years of shelf life.
>>741901342nah nah nahAll those chips are going to weapons manufactures. No chips for (you).
A lot of good that's going to do them when the bubble bursts and nobody can actually pay those prices
>>741919247*sloppa centers
>>741914483that's just the administration colluding with those companies to pump their stocks and make a killing. Every other time they claimed they invented a model "too dangerous to release" it was just a backhanded way of bragging and getting investors excited.
>>741913801Yes
>>741900618Its funny how the term "scalping" and "collusion" doesn't apply to these big businesses. For them its just "supply and demand".
My computer is good and is working great. But if it dies I sincerely can't afford to replace it.
>>741914762It was up 15% today so yes very strong.
>>741919580Of course, it’s bad for people. Businesses aren’t people
>>741910872US already started accusing ASML of shipping advance lithography to China, it's only a matter of time before all the chinese chipmakers are charged with breaking export rule. Soon, no one would be able to buy chink shit legally
>>741907125">I'm so le edgy and cool guis!"You have to be 18 to use this site little fella.
>>741900618im so fucking glad i got a new pc a few days back i suggest everyone get theirs now before shit rises even further
>>741920975If the cartels were even remotely based they would start smuggling cheap Chinese computer parts, fentanyl is probably still more lucrative idk.
>>741920975Just like EV, the US will simply be its own bubble while everyone else buy chinese. At least it is easier to smuggle ram than car.
>>741901468Why build capacity when the scarcity pushes your margins sky high? Any existing players would be stupid to build capacity right now. Only new players who wanted in this pie has any incentive to build, and if AI go bust they will suffer, while it's just a return to status quo for the existing players.
>>741900618Chink techmancers are already making ram and are set to undercut the entire western market. BUT BUT IT AM NOT THE FASTEST AND BESTEST OR MOST EXPENSIVE!!That shit is over. The shit software to incentivize hardware con has absolutely collapsed. Good job. You completely destroyed the PC-Gaming market for a market that's all hype and by it's nature never make a single thin dime.But we'll have software businesses that don't have actual programmers or engineers so they'll save money!.Here's the problem. No one is buying their tech and services. They can just use local LLMs to replace them!
>>741901059>and will never get cheap ram againi will just wait for the chink ram lol>but tariffs!i unironically love not living in burgerkistan
>>741901712>Reminder that AI right now is the worst that it's ever going to be.actually no, its already sloppifying itself
castrating the senior dev pipeline for something that shits out sub jeet tier code at astronomical prices seems like a bad idea in the long run but I'm not a billionaire
>>741901175You did buy stocks right? You missed bitcoin and now you're going to miss another chance with ai?
Only China can save us now
>>741900865First thing I noticed too.Embarrassing. Worse than Jews.
>>741916672Yes because it's unrealistic to comb through all of the 2-10€ temutrash packets for the offending items. The euros wouldn't even be buying the chinese ram directly from china but an european (or other) ram STICK producer would be using the chinese ram CHIPS to make theIr own ram STICKS.
>>741900618This is actually a good thingAAA dev that release unoptimized games will all be shutting down
Buy sandwich. I have 300 stock from 2 years ago. It's up 45x now.STILL NOT ENOUGH TO PAY OFF MORTGAGE LMAOOO
>>741922054>implying that it will ever get to that stageIt will just be banned wholesale for national security reasons like the chinkphones and EVs.
>>741900618If this deal is so good then why did their stock just crash?
>>741922157buy the dip
>>741921489>>741921252may I see the Chinese EV you own
>>741900618fucking chip cartel
>>741922157Isn't the deal a bad thing for Micron? If prices are expected to rise, they just capped their margins.
>>741922157South Korea brought the entire market down this week because they were going to start taxing unrealized gains
>>741922157>Oh no my stocks crashed from 50 dollars to 1300 dollars :(
>>741905889They already are.
>>741900618Jewgods we won again, will goyim ever stand up? HAHAHAHAHA fuck no.
Fuck this ZOG World I have to rape a little jewish girl dog.
>>741922120Chinkphones and evs are legal in the EU bozo, they have no domestic or allied ram chip production so it all carries the exact same risk. Most europeans also see the US as a greater threat than the chinks at the moment.
>>741901712It absolutely *will* pop. This entire thing is a complete scam, none of these companies have ever produced a model that can demonstrate profitability, they have been trying to ride the wave of futurism and AI mania for years, with insane projections that never pan out. They are all contingent on conditions that don't exist and probably won't for decades. OpenAI will be done and dust within two years at the latest, once it is gone the others will follow. Eventually, the market corrects.Will AI always be getting better? Yes, I am sure it will continue to improve, and I am quite positive it will be immensely useful. But just like every programmer from the late 90's to early 00's knows, the mania eventually ends and the market finds its price. The bubble we are in absolutely, 100% will pop, and it's going to happen sooner rather than later. The revenues do not cover the bills, and it's not even close. There is no magic button or easy way out, it's going to pop.
>upgraded my RAM because MH Wilds was giving me problems before the RAMocalypse happened>it didn't actually fix anything in Wilds but I can pretend I saw the shitstorm coming and act smug about it
>>741923340>The revenues do not cover the bills, and it's not even close?Every AI company is extremely profitable just from selling usage of their models. We already seen their revenue and profits, they cant lie about this.
>>741924051None of these companies' revenues can meet their spending commitments, you have no idea what the fuck you are talking about lmao
>>741924051>Every AI company is extremely profitable just from selling usage of their models
Id wish a PC was 10 grand so it prices all the poor coping smug motherfuckers>oh no my new pc will cost 5k now!Wait anon, you didnt get at least a couple hundred Ks from btc, mining, eth, nfts, redditstop (gme), ai "bubble". So you observed all of them being born practically in 4chan and you laughed but didnt invest? you just laughed? Dude, like at least 10 times any millenial with spare change could have changed his life if he wasnt a retarded smug pseud crying "bubble this bubble that, tulipmania this, bears that". lmao at least 10 times. YOU DID BOUGHT TESLA AT ICO RIGHT? You didnt? lmao the easiest 2x ever. >but its a bubble it will explodeSure, but why would it get you holding that shit? 2x your money in 48 hours, and you are crying for ram sticks lmao at your poor sorry ass. Fuck millenial basedboys, the generation with more access to wealth and social upward mobility, without even having to work! the ones who were enough tech sawy and observed the birth of every new life changing technology like internet or social networks, but never did anything with it. They cry about boomers who had to shake hands and work at a factory. Nigga you just had to buy btc. Fuck millenials. Fuck poor people. Fuck basedboys.
>>741923340>It absolutely *will* popSure it will, sport. Just two more weeks!
>>741924686It will. You can either choose to know it will now or pretend you knew later. Up to you.
>>741924554indian post
>>741923340Unfortunately, 64GB of memory appears to be entry level for profession useThe AI tend to hallucinate or make too many assumptions with smaller modelsThe larger local models can analyze code in the background and write the boring, often redundant code well enoughOptimization is like making monkey's paw wishes though
>>741900618Remember to strangle your local tech bro.
>>741924867(you)fucking millenial soiboi
>have an ectra 32gb of ram to put into my computer for 64gbs total>to lazy to put them inone day ill put them in
>>741921884Tell me what stocks to buy then. I can't afford FAGMAN and the little guys I bothered dropping some money on haven't gone anywhere
>>741910216How long until I can just vibehack my way into musk's bank account?
>>741924554>>741925281SAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAR
>>741901712oh fuck off you illegitimate frog poster. no one in their right mind believes these inflated evaluations are linked to a tangible company profits or that there planned projections for the coming 5 years are based on real expectations. treat the stock market like a degenerate casino gambling on hype, but let's not pretend these are bets that you plan to hold long term vs get out before it gets rugged like every damn get rich quick investment of this generation.
>>741924051>Every AI company is extremely profitable just from selling usage of their modelsDid a chatbot tell you that?
>>741908870>Chinese bullshit with secret spywareI rather the chinese to have my data than israel
Bros, you think a DDR3 build in 2026 is worth it? What makes DDR4 and DDR5 so much better?
>>741928236Anon... think about the fastest DDR3 compatible CPU on earth
>>741922120I'm on a chink phone right now, a redmi aka xiaomi120 euros brand new, it just work
>>741924051They aren't anon, chaptgpt make few hundreds of millions in sub but loss thousands of billions
it means, buy micron stock now and sit on it for 4.5 years
>>741906675this is all part of the plan, the companies building the data centers are trying to turn personal computing into a subscription service like everything else. by strangling supply of hardware for 5+ years as most people go to upgrade they'll have few affordable options other than whatever they'll call their cloud compute terminals or renting a gaming PC.
Nothing will change until Valve makes their own RAM and chipsets
>>741922704Fucking this, imagine buying ONE share of Micron back in august. You'd have enough to afford a kit of 128GB RAM today lmao.
>>741929026Share market should be illegal It's just false that hurt good working peoples
>>741901175>/v/ shoeshine boys talking about le bubbleBullish
>>741926939Wdym you can't afford? You don't have fractional shares? Anyway you aren't supposed to go with fagman, semiconductor shovel sellers is the play.
>>741923340>AI bubble pops>Anon's retirement fund pops with it because SpaceX, OpenAI, Claude, Cerebras and whatever other AI slop company bought their way into index fundsYeah lol
