It's up
>not posting a link to the subjetabsolute mongoloid retard
Don't like it? Make your own RAM.
https://www.youtube.com/watch?v=9A-eeJP0J7cOP is a faggot
>>107444372>watching a video that would be much easier and faster to parse through a written articleyikes
>>107444264Shrimple as.
>>107444210What's the general message? Not wasting half an hour watching that when I could be doing important shit posting.
>>107444753micron stops making crucial memory, it's consumer series of ram. instead only sells ram to companies (nvidia, cloud) so you can rent it instead of own it
>>107444753>us taxpayers subsidize micron>micron exits consumer market, cause AI data centers>memory prices soar>taxpayer is fucked twice>no refunds
>>107444264I've got access to clean room and beam+laser lithography. Give me a rundown how to cook up my own ram
>>107444210gamers, we didn't vote for this. we need to find a new pro-gamer political alternativei dont care if its democratic or noti just want to play video games
>>107444959>literally thousands of games to play that have low RAM requirements
>ram prices up 100% or more>SSD prices up 50% and getting worse>GPUs going up next as per AMD warningyou will stream your computer and you will like it
>>107444932Sucks, but I respect them for just quitting now instead of taking a bigger shit on their reputation by charging consumers 5X the price for the next five years.
>>1074449732x8GB is the minimum these days, and even that costs 200$. Considering AMD already said they'll bump GPU prices and nVidia will stop supplying VRAM to AIBs, their gpus will jump too.So making a barebones budget PC will go above 1000$.A mid tier 32GB Ram and a 9070/5070 PC will cost over 2k...
>>107445033What bigger shit than taking people's money through grants, them giving them a big middle finger?
people will look at redistribution shit literal definition of socialism and blame capitalism for it
>>107445033Don't worry, they're doing that too.
>>107444210I just bought 24GB of DDR RAM for my 1366 for $25.Feels good, man
>>107444264I did. What does "IRQL_NOT_LESS_OR_EQUAL" mean?
>>107444264>capitalism is great, because another company can come and replace the bad companynope, the bad company just buys the new company. capitalism only works if you don't have giant companies with fuck you money, since they just buy up all the competition.
>>107445138I bought 32gb of ddr4 for 155 usd
>>107445143Can we crowd fun a ram company.
>>107444264It's happening alreadyhttps://docs.hackerfab.org/home/fab-toolkit/patterning/lithography-stepper-v2-build-work-in-progressThere is a pretty active discord with people creating their own nm scale lithography machines. Beware that you need to handle hexaflouric acid for etching glas (which has a significant chemical resistance), a few drops on the skin liquify your bones ;p
>>107444210What's Timmy gonna do? Make your own DRAM pig skin. White people are so entitled to everything, but contribute next to nothing these days.
>>107445049imagine playing modern """"""games"""""" instead of the classics that don't even need 8GB most of the time
IDC just bring out new graphics cards already. stop delaying and making shitty half upgrades. do the full next gen leap with all this "AI trillions".
>>107445195There is no a single brownie working in the semiconductor industry at any level in the vertical supply chain.
>>107445209there isn't going to be new consumer graphics cards anymore, sorry
You will own nothing, and that's a good thing. Here's an AI generated article explaining why.
I'm not a major fan of Steve. But really I have to agree the whole thing isn't even about Ai in the long run it's about placing users in walled gardens of cloud computing. Even if Ai pops they can easily pivot to SaaS and haas
>>107445322>walled gardens of cloud computingJust asking to be hacked
>>107445281bullshit. they have contracts with IHVs like Sony, Microsoft, Nintendo, OEMs, and more they are contractually obligated to put out new graphics for consumers.
>>107445322Retarded take, they have nowhere near the resources available for something like this. it's completely and fully out of reach, moreso than when people connected to mainframes in the 80s
>>107445281Billions is Billions. They're not giving that up.
>>107445358Oh you sweet summer child
>>107445383Arguments?
>>107444210>Waaaah why are they not catering to poor nigger faggots like us anymore wwaaahhh why are they looking to ramp up their production for AI demand waaah waah waahhhhh capitalism supply demand now only affects me gaymers when le libturds have complained about this for years now
>>107445369you are posting in a thread about a company giving up billions
>>107445400>AI demandGovernment grants don't count.
>>107445322you mean>OWN NOTHING memelike everyone parrots for years?
>>107445202There's so many times you can replay games from 20 years ago, you know. Have replayed the classic RPGs of the 1995-2005 era 10-20 each. At some point you just get bored of it.
>>107445400Capitalism is the only reason RAM sticks for consumer computers were even made in the first place you retard.
>>107445143that's why you have strong anti-trust laws in place and don't elect corrupt retards
>>107444210i boughted 512gb of ddr4 ecc a couple of months agoyou shouldnt have waited, anon
>>107445183>people creating their own nm scale lithography machinesthey're micrometer-scale (1K times bigger than nanometer). If you were able to make nanometer-scale chips in your garage, there'd be way more semiconductor companies
Linus is being Interviewed about how he's made over $26,000,000 USD from Youtube Adsense alone and this unshaven neckbeard is crying about ramLinus won
Remember, antitrust laws are communism, market knows best. We need more deregulation
>>107445495No, it's nm scale on the discord currently and yes, there will be way more semiconductor companies.
>>107445466>There's so many times you can replay games from 20 years agoDo you just like RPGs? Because If we're just talking games in general, we already have way too many games for someone to experience in a lifetime, even if you have no job and literally just play games all day>>107445525Article said micrometer, I'm not on the Discord so that's what I went by
>>107445520Where is the anti-trust law relevant here? Crucial was not a monopoly.
>>107445143>capitalism only works if you don't have giant companies with fuck you money, since they just buy up all the competitionYou don't get to giant fuck you money status without cooperating with the government
>>107444932They will still sell chips in bulk so other people can make sticks or camms.
>>107445496in reality linus is signing up to kiwi farms to argue with terminally online autists because of his bracesthat ain't winning, son
>>107445183>There is a pretty active discordImagine the dilation sessions
What's the endgame with these datacenters? Is it hoping that with enough computing some magic will occur?
>>107445559No that's not true. If you make a product that a billion people want to buy, you win.
>>107445692Magic would be for "AI" to be provably profitable long term. AGI's definition is to generate a trillion dollars.
>>107445183This is actually pretty interesting because a computer from 15 years ago is still quite capable, if the DIY scene can catch up to that level.
>>107445632proof or gtfo
>>107444264
>>107444210>don't care because I'll never upgrade my PC since games are shit nowdaysfeels GOOD man
>>107445720Generate a trillion dollars doing what?
literally EVERY FUCKING TECH COMPANYnothingburger video fuck youmake better content faggot
>>107445692>>107445720Or they build the data centers for "AI", then shift to other uses if that doesn't turn profitable. Pushing consumers and businesses having their own PC hardware to purely cloud-backed terminals might do the trick. Taking away their access to RAM is a good start on making hardware too expensive for small organizations/individuals to own. Expect government backing since this arrangement will make it a lot easier to track and control all the little peoples' activities by demanding that the data center operators do it for them.
>>107445782There's 0 need for this when people buy $2000 tracking devices of their own volition, get a grip.
>>107445692Sunk cost fallacy. They made such a big deal of Ai they can't back down
>>107444210I just want to know what the big plan is when consumer computing isn't affordable anymore. You know, a "Computer on every desktop"? What's going to happen when the computers people need to work are unaffordable and the phones people need to use all of the predatory apps that have been pushed on us cost as much as a small used car? Are we just going to enter a serfdom where we all subsistence farm between checking our emails using the village PC? What's the fucking end goal of having a tech-based society and market before pricing everyone out of tech and taxing everyone to support the tech oligarchs who make things no one can afford, at some point you need a customer and it can't just be robots in an AI datafarm.
5 years until 2030. It's crunch time for the plan. You will own nothing and you will be happy.
>>107445911subscription model where you rent computing for your PC
>>107445143It's not even that, as young gandalf points out in the video: These companies would get replaced except they're being bankrolled by the Retard In Chief to build new fabrication with tax breaks. So they don't need customers to succeed. You and I, and Uncle Sam are paying them to effectively jack up prices. A new competitor can't come in and undercut them, they aren't being bankrolled by Uncle Sam. We're funding our own fucking and the "Free Market" can't compete with Uncle Sam printing more money to drive others out of business. Same shit is happening with AI right now.
>>107445944But the line is going up
>>107444210Bit dramatic don't you think?
>>107444210Somebody stop this man!
>>107444934>Tax payer gets jobs, infrastructure and key development into an extremely profitable industry
>>107445183Ok I'm all-in on this.I'll go back to literally 00's era computing and buy hobbyist PCs that can only run Windows 98. I don't care. I'm fucking done with this modern industry. Let the vultures have it, bring me ancient computing tech and IRC again.>>107445495>>107445737Good, what is anyone else going to do? Pay $1,500 for a stick of RAM and $4,000 for a GPU? Give me the ancient micrometer scale production lines. I'll be its first customer.
>>107445358CloudEverything on the fucking cloud ans cheap "mini pc" terminalsThen if they can get billions on the cloud 24/7 all the time it's a never ending need to expand datacenters so the cloud doesn't collapse effectly shutting down entire countries, talking about hospitals and utilities going dark because the cloud crashed under the trafficAnd they hope the AI will make full cloud viable
>>107445138Fuck you!
>>107445953It's funny because my portfolio is up this year but I rather be poorer and have a better market to buy things in than have all of the Zimbabwe dollars in the world. Rate cuts soon, fellow capitalist.
>>107445138sorry, triple channel DDR3 ECC RAM
>>107445741
I'm very confused by libs on this>Corporations bad >The west is evil >Exploiting workers in poor countries to make shit for us for cheap>Corporation decides to move stuff over to The West>Costs more money to offset development>Costs more money to pay higher wages>Shortages as production changes to ensure development and higher wages can happen>WTF. THIS IS THE WORST THING EVER. Which is it? Do you want cheap shit or do you want ethical shit? You can't have both.
>>107445911It's almost like you're overreacting. Worst case scenario, China makes DDR4 amply available by 2027.
>>107445358I think this is the plan, though. They're going to make us fight for what used to be something that they were giving away for free. I used to get Windows Azure time in the cloud for .001 cents per hour, we'll be paying $65 bucks an hour for the same thing soon enough and we'll pay it because there will be no other option for consumer computing.
>>107445183Trannies and commies are so fucking delusional man. In denial about reality itself
>>107445812>There's 0 need for this when people buy $2000 tracking devices of their own volition, get a grip.If you only want to spy on peoples' movements and listen to their conversations, that might work. That works if you're planning to enforce compliance with the treat of punishment backed by surveillance. If you want to stop them from being able to do things you don't like in the first place, taking away their hardware is necessary. No one will be writing manifestos or printing glock switches form the cloud. Want to write some "misinformation" and spread it around the internet? Your file gets locked and your account suspended before you get the chance. Enjoy having to use TikTok self-censorship in everything you write down forever.That stuff isn't the primary purpose, though. This is how you make data centers pay off after the AI bubble bursts (which is not to say AI isn't pretty cool - just that it's being overhyped and overbuilt right now and they'll have to find other purposes for the hardware). It's also a natural course of action after the hype cycle makes hardware too expensive for individuals, but leaves big companies holding tons they need to find a use for.
>>107446020They didn't want everything moved to the West in the first place. That was an Orange Man policy, furthermore, they also totally predicted that this would be rife with corruption because these companies are in the pockets of the Trump administration and were explicitly named by his cabinet as being collaborators. Now they're getting massive tax breaks to bring these factories over. This isn't free market. This isn't higher wages or offset development at all. We're bankrolling the same corrupt practices they were doing over there, but now they're here so it's "good"?
>>107446018oh my god he's seriously browsing and posting on kiwifarms i retract my statement, this is not winningI really hope that's not him
>>107446022>It's almost like you're overreactingRAM right now is nearing 600% of what it was just a few weeks ago, I am not overreacting. We are going to be priced out of general computing and none of these prices are ever coming down, even if we start getting Chinkshit seconds. >C-China! They're going to be bought for Datacenters, too.
>>107446018nglI kneel Linus, that's some dedication. I don't even browse KF anymore because of how fake and gay the whole thing is, yet here you are doing the same thing.
>>107445944>incessant swearing >conspiracymaxxing about how manufacturers are doing all this to specifically target and harm everyday consumers for some reasonTech Jesus doesn’t even seem that stupid most of the time, don’t understand why he would act like and have such retarded takes all of a sudden
>>107446049Who do you think is going to staff those factories and work in those development teams, anon? Probably Indians, if we're being honest. But the theory is that it should be Americans.
>>107446041Fact: People 3d printing automatic funs in their basement for a mass insurrection isn't going to happen if there isn't an app for it.Just look at China, they could have implemented such a system since a decade ago, but they won't, because having normies run cn.CCCP.SocialCreditCalculator in their dumbeningphone is enough, and they know they benefit from would-be engineers having access to cheap computing power.
>>107446084Okay but he's right this one time. We paid for them to build for fabricators, they got tax breaks, they have massive incentive to keep their consumer products alive even if it's not the most profitable right at this moment. They're effectively telling the same people who just paid for their new fabricators "Thank you for your billions in generosity, but what have you done for me lately?"Reminder, Orange Man only has 3 years at best in the white house, and midterms are this year and the Dems are already up. The second we see the next Blue Wave is the same second every single one of these companies who have been eating Trump semen get ultra-giga-fucked. This is short sighted thinking at its finest.
>>107446018good to see the farms is getting to him. I'm sure he was pegged by his SEA monk wife shortly after posting this.
>>107446113I'm really starting to question if China is actually the bad guy. RAM and CPU prices there are still the same they have been since the AI gold rush because they understand having a connected populace is better for control and education than doing what the west is doing now where ordinary people have to bid for computer parts against government funded AI companies. I was raised to think China was the villain for its pervasive surveillance state and massive overreach of human rights and fixing of consumer prices and wages, but now the west is doing literally all of those things so what's the difference?
>>107446126>Hey we want you to spend a bunch of money moving production to the US.>Also you have to make less money because this production will be more expensive. >Oh, also you're also forced to use your existing production to make products for the market we tell you that you have to. Even though it means making way less money.
How are you prepared for the glorious thin client computing as a service (CaaS for short!) future /g/?
hahhaha people ITT, yet again, surprised by what is happeningYou really thought YOU VILL OWN NOZING was a joke?
>>107446126I agree that it’s super shortsighted thinking, although Micron I’m sure will find a way to spin the invest to AI enterprises as a positive outcome for consumers if they needed to. They did this out of apathy to general consumer demands due to greed for far larger AI shekels, not some concerted malice against consumers and desire to hurt them, even if that becomes an outcome of their actions
>>107446162This is what China, Russia, the EU, literally what every market except the US does: We'll foot the bill for your expansion, but you better scratch our back. We only don't do it because of sodomite economics.
>>107445143There are two theories of how to run capitalism, one with strong government anti-trust regulation (Smith), and the other by allowing the market to operate completely freely without government intervention at all (Friedman). What we have right now is neither of those, where the market is not subject to government regulation in any meaningful way, but where the biggest players are propped up by government intervention in a very non-capitalist way. We really have the worst of both worlds with this system.
>>107446162almost like it was a really stupid idea to begin with or something but retards still voted for it anyway.
>>107445539Yeah, it's not quite up to date but even on the main page there should be the construction manual for a nanometer scale stepper, there is also the Discord somewhere linked https://docs.hackerfab.org/home/
>>107444210Can we stop saying "it's up" on literal goyslop? The Linus Torvalds one was an exception. Why is this a "it's up" video??? Who actually waited for this?
>>107445749>how many levels of judaism are you on, micron?>like maybe 5 or 6 right now, good saar>you are like a little goy, watch this
>>107446018Linus should have sold his company for 20 million and added a contract to the sell to work there for another 5 years so he can dip out if its really shiting the bed during the corprate takeover.
>>107446197>le greedMan, Steve is just doing this for reddit gold. If anyone in any industry has their entire production bought out for a year or more, they aren't going to run and double their production capacity because it would be expensive to get your suppliers to double their production in the short term and extremely risky if demand stops existing.
>>107446018When the autistic sociopaths are so dumb you gotta teach them how to cyberbully you
Do you guys think Steve would be open to getting pegged?
>>107446225Does anyone have any plans if we are going to sell these chips? I'll legit buy homebrew hardware.
>>107446018>being cucked by a dom wifethat's alpha behavior, betas would just kill themselves at the thought of it
>>107445967Ok, where are these jobs? When does the average tax payer profit?
>>107446204And then bail them out or effectively subsidize if need be since they’ve put their hands in the pockets of so many other industries or are “national security interests.” It’s like everyone saw what Keynes was saying and turned it into one of those retarded babies the Spartans would chuck off a cliff because maintaining Americas image the shining city on the hill is more important than keeping corporations in check and promoting actual growth
>>107446303Jobs? We're bankrolling AI to replace all jobs tho.Profit? Not a single AI company has turned one yet. The existing AI bigwigs are propelled entirely by shareholder debt being shuffled back and forth like a cataclysmic Enron event.
>>107446147The west has really gone downhill...They used to villify and mock Asia particularly China but look at them now...I feel the West is now desperate for some existential meaning and they somehow think Ai is it...I personally think a healthy, comfortable, satisfied populace is a better goal. The value of a country is its people so it makes sense to look after the people. West seems to think the value of a country is Ai right now...
>>107446228Me
>>107446325>just two more weeks>just two more trillions
The current Ai rush is 100% hubris and delusions of grandeur. That or a plan to drag people into some cloud hell.To think some people look up to industry leaders for general life guidance...
>>107446022It would be rather amusing if China started flooding the market with good quality ddr5 targeted solely at gamers...
>>107446293I was thinking more of fiscal maximizing, not necessarily greed, it’s just what management is there to do. Although putting your eggs entirely in the AI basket wouldn’t be my idea of hedging against demand worries. You’re right though, production is never as simple as flipping a switch, but should the demand in the AI sector decrease, they’ll feel it more than Smasnug or Hynix for sure
>>107446397>china>good quality
>>107446328>>107446147ram is expensive in china too, not sure what you're talking about
>just 5 trillion more dollars and all of the ram we can make to Altman and we get AGI for sureSo this is what winning over China feels like
>>107445967Micron is not hiring taxpayers. They are not building any infrastructure at all, and their profits do not translate to any more money for me, the taxpayer. They could quite literally get wiped off the map tomorrow, and it would make 0 difference for me. This is welfare for the rich.
>>107446204I like to call what we have "bubblebath capitalism", where shit that the general consumer population doesn't want is forced into products made necessary by modern life/infrastructure. This is done to 'justify' investments as a sort of safeguard against a bubble pop, as once it's forced in-place on products people need but have no realistic chance of competing against with their own resources(again, because of our economic system of wageslavery low paying high time demand jobs just to afford living), there is no choice but for people to use it, ergo creating an artificial demand.It's just bubbles on top of bubbles. Keep people in chains engraved with "arbeit macht frei", make them work hours and/or labor that destroy any real chance of innovation or invention of their own, give them only enough money to live a basic life with a few menial luxuries, and advise them that the only way to make anything beyond that is investment into the current big thing. Then, before they become too wealthy themselves, cash out, leave the common people holding the bag, and start over again. Pouring more soap into the tub while the water drains to make it look like it's growing. Don't even get me started on essential services like electrical grids passing on costs of datacenters to everyone else instead of just telling datacenters to fuck off when they start using too much. Parts of the US are gonna start having rolling scheduled blackouts if this keeps up.
>>107446022CXMT is no longer producing DDR4, just DDR5 now.https://www.tomshardware.com/pc-components/ddr4/top-chinese-memory-maker-expected-to-abandon-ddr4-manufacturing-at-the-behest-of-beijinghttps://www.digitimes.com/news/a20250527PD235/cxmt-ddr4-ddr5-dram-chips.html
>>107444210Once again I must point out Steve's hypocrisy because he is part of the problem. Nvidia and other hardware giants have been doing evil anti-competitive shit for decades and he ignored it to keep pushing 1080tis and RTX. And yet only now because Orange Man Bad, Nvidia is suddenly the enemy. No, fuck you Steve.
>>107446547nahhe's been banned from nvidia sampling for a decade now because he calls out their shit
>>107445356Sure we can design mass market device, if you are sure you guarantee 10M sales at least, why MS backed off from steamdeck competitor directly, just raise bar so high even big ones waiver, those contracts do have expiration date, no renewals.
>>107446547>Trump dick-licker syndrome
>>107444264>don't like it, make your own Government and Systemnot a bad idea
>>107444210I can't wait to start buying unknown chink RAM brands like I did with SSDs. I hope they step up their game and take this market. Chinks are smart.
>>107445484It's a usury problem, not a regulatory one.
Nope, not falling for chink and brown demoralization bait.
>>107446871Unknown chink SSDs tend to at least use semi-known Chinese chips. The issue with RAM is that there are even less companies that make the chips in the first place (Which is the big misconception happening, companies are not buying up consumer RAM, they're buying up all the chips, causing production of consumer sticks to slow down drastically and regular consumer demand to consume existing stock)
>>107446906midterms salt will be delicious
>>107445400Except that this isn't capitalism, it is intentionally stopping supply so they could charge higher prices for current stock. This in of itself while scummy isn't inherently much of an issue because in normal industries another competitor would just pick up the slack to get that bread. But in this industry it's impossible to even set up a new company if you wanted to because you're not allowed to. You need to go through years of bureaucracy to even get the chance, paying thousands along the way. It's the same reason you can't start an ISP or Utilities company, it is a state approved monopoly. >>107445472You're retarded RAM sticks exist as they do because of multi national trade organizations that have absolutely nothing to do with any specific ideology. They are closer to mercantilism or guilds than anything else.
>>107444372>open video>jewtube won't load the video right away>makes me wait like 15 seconds before the video loadsI assume this is adblock related? Fucking faggots
>>107446397>good qualityTall order, BUT I can see AMD capitalizing on sheite RAM by pumping bundles of shit RAM + one of those new x3d processors with double the cache they're bound to release soon.
>>107445139>not lessYou made too little.
just build more RAM factories
Really curious about this, Micron is a fairly large company in my state, so I have to wonder how it will impact the local economy if at allt. Idaho
AI is destroying everything, from jobs, the economy, electronics prices. and it doesn't even produce anything.at what point do people start burning data centers down?also putting jews in ovens where they belong
How long can the AI bubble keep going? None of the AI companies are even close to making any money
>>107447678as long as money printer is working
>>107447678Trump can't allow this circus to die or he goes to the gallows as the USA crash dive into another civil warTrillions must be printed
>>107444398Ask Gemini to summarize it.
>>107447473It won't have any effect on their trajectory WRT the fab expansion, but I imagine in true jeet fashion they'll overleverage and when the bust comes it will brutalize them.
>>107445138>DDR3lmao
>>107447770none of that is exactly groundbreaking newsrather watch a bethesda game challenge run or a review of a 25 year old graphics card
>>107446162You think the people at TSMC are making minimum wage or something? Do you really think every dude on the positive pressure production floor with triple filtered air in white hazmat suits doesnt have 3phd's at a minimum?Taiwan dominates silicon because of their expertise and knowledge not because of cheap labor chips would be made across SEA countries and india otherwise.
I wonder how long /g/ will pretend politics and tech aren't completely intertwined now. Nvidia went from $27 in political contributions in 20 years to $10 million dollars paying for a new white house rape roomOr do we only pretend intelaviv are the beneficiaries now instead of the entire industry conspiring to rape the planet and government facilitating it
>>107446872>It's a usury problemthat's very antisemitic anon
>steve having another petulant tantrum and trying to make a mountain out of a molehillPC is dead by the way I know it sucks but at least nerds will always have access to grey market hand me downs. The shit eating masses get what they get.
>>107444264I’ll just side with China instead
>>107447381>>jewtube won't load the video right away>>makes me wait like 15 seconds before the video loadsYou're using Firefox aren't you? Classic Jewgle
>>107448685Yes, because China famously has no interest in AI.
>>107445139saar this means you have been hacked. I am connecting you to our resident specialist to help, we will need your payment information *you can't hear it but I'm bobbing my head*
>>107446872Usury is solved by, drumroll, regulation
>>107444264or just nationalize ram production
>>107449988 (checked)Hey, that's communism!
Manufactured FOMO, prices will normalize next year, might even see a crash soon
>>107446872How is it a usury problem? Why not just say "it's the Jews" rather than misuse terminology to hint at that?
>>107444398https://gamersnexus.net/news/ram-wtf
>>107449988no they won't be able to buy more yachts like that
>>107447453kek
>>107445775Doesn't matter
>>107445558Probably something to do with the amorphous AI investment black hole getting to order half of the world's RAM for data centers they can't afford to run, for a business model with deeply negative net revenue, which everyone can see is fated to crash catastrophically from a mile away.
>>107449060Silly Arjun, you can't hack or nothing i have nortron. :smug:
>>107449988For as long as Trump's in office, nationalized RAM production would still be going to the AI bubble.
>>107445322This. Every move they're making is to price individuals out of hardware and force them to pay for access to hardware owned by corporations.
>>107444264spbp /thread
>>107450055None of this will crash as long as they're getting government funding. The second the government stops footing the bill, and/or the second a real investigation is done to prove fraud, is the second the bubble pops. My guess is the current administration wants to stretch this bubble for as long as possible, so it pops when the Dems inherit it, and they can blame it all on them.
>>107445967>>Tax payer gets jobsNot for you, unless you're a pajeet!
>>107450300>My guess is the current administration wants to stretch this bubble for as long as possible, so it pops when the Dems inherit it, and they can blame it all on them.Even if they do, it doesn't really matter. If you ignore silicon valley playing musical chairs with several trillion dollars technically boosting the GDP, we're in an undeclared recession.
>>107445356All these contracts have out clauses for situations like these where it is not financially or physically possible to honour them due to external factors.Furthermore, the GPUs in consoles are hot consumer, they’re specific to the console. Often derived from consumer products, but not the same.
>>107445715This presumes nobody who already has fuck you money is in a position to get in your way. The USA particularly has an issue with companies lobbying for legislation that makes small companies prohibitively difficult to get up and running due to regulations, licenses, e.t.c. You have to blindside people to get out the door without someone trying to sabotage you and take your shit because “well, if they make it, I can’t. Better to kill it and loot the corpse”. Big businesses will actively watch for and stamp out threats to their dominance, whether it be with lobbying, lawsuits, and probably most commonly, launching a version of the product that is subsidised from their other revenue streams. They will sell at a massive loss, but drive all the actual businesses focusing on this sector out of business because they can’t burn money to offer things as cheap. Once they’ve killed competitors, they either can the product (after buying up all the dead originators for their patents) or steadily turn it into a shit product, merge it into an existing product, and then disappear it.
>>107446328>The value of a country is its people We don't have countries anymore. What we have now are economic zones. The richfags in charge feel no connection, no camaraderie whatsoever with plebs living in their economic zone. For people like Musk, Soros or Zuckerberg we are simply bio-drones to be used and abused as they see fit.
>Low Supply>High Demand>Double the upward pressure on priceNo, it can’t be that simple. I need to make a YouTube video about this and also have a fucking annoying as fuck voice too.
>>107444210>computer component rabbi:>something happened!!!
>>107450347In Idaho, it's mostly Muslims rather than jeets they're importing.
>>107449988cool it down with antisemitism
>>107450300I'm sure US government will try to bailout those fuckers using taxpayers money but I don't think the country will survive it.
>>107445967Taxpayers already have jobs. Otherwise they wouldn't be taxpayers.>>107449070>Usury is solved by, drumroll, regulationIn reality regulation, specifically by the Federal Reserve, enables and encourages usury, especially when they removed the lending reserve requirement.
>>107444210Crucial has been making plans to exit the retail space since early 2020s. The AI/ML demand spike is just a convenient exit. They are only go to supply OEMs and ODM moving forward like all other major DRAM vendors.
>>107448765That's not the point. China is the only country thats been successfully able to defeat the Je- I mean Capitalists. Pick your future, there's only two options.
>>107445138Nigger
>>107444210hes gained my respect by going after the gov and huge af corps. Not just shit like asus's shitty consumer practices that literally every tech company in any sector does.
>>107450107usury is not limited to jews retard
His only actual argument in this entire video that Micron did something wrong is the point about the CHIPS act, the rest is just typical entitled gamer manbaby babble. But not all taxpayers are gaymers, most will benefit more from their 401k going up faster, and also the CHIPs act does have apprenticeship and environmentalism crap attached to it. This faggot is literally yes you are all wronging America's democracy.
>>107451574Again it's funny that people like Steve and Rossmann are suddenly anti-goverment now, and not the past several years when Nvidia and Apple were already cozying up to whichever administration has been in power.
>>107450379>we're in an undeclared recession.Yes. It's kind of like the end of Covid in 2022, only flipped. No one took Covid seriously at that point, everyone just treated it like it was over, and then by 2023 everyone stopped talking about it. Everyone now knows we're in a recession, more and more people are talking about it, but the higher ups just pretend we're not. I hope that within a year's time, everyone will know this AI shit isn't actually providing any return on investments, and all the crazy funding for it stops and goes back to normal, sane levels.
>>107445888>>107450160How can I profit off this as a random citizen with a wage?
>>107444210Remember: You voted for this.
>>107444210Based Tech Jesus.
I haven't watched the video but what about this is corrupt?These companies see an opportunity to increase their profit margins and they're taking it. They have no moral obligation to continue selling ram to consumers. This isn't life saving medicine or anything like that. If anything, this whole situation is a strong argument against the invisible hand theory and in favor of more regulation.
>>107452303>If anything, this whole situation is a strong argument against the invisible hand theory and in favor of more regulation.That doesnt that strongly imply that these companies are behaving corruptly?
>>107452333No? They're acting in a way that is not in the best interest of the consumer, though I wouldn't go as far as calling it "anti consumer" behavior. Its not like they're doing anything to spite you and I, they're simply chasing profits.I'll ask again, where is the corruption in this? Is there collusion? Are they paying off officials to bypass regulations? As far as I can understand the answer to all of these questions is no.And regulation isn't only meant for anti corruption purposes.
>>107449988great now it costs 10k per module
>>107452381>I'll ask again, where is the corruption in this?Taking taxpayer money and then turning against taxpayers.
>>107452303GNs vibe has shifted ever since the expose videos got a lot of traction due to dramaSo now what you get is "corruption, nvidea is the devil, jensen huang is evil ceo, AI infinite money fraud, the gayming sphere is being abandoned in favor of AI" and unnecessary swearing to top it all off as if they are anything other than a bunch of nerdsThey used to have decent content with the weeklies but now there is no more news just happening drama happening drama happening drama, and while all what they talk about is true I just wished they conveyed it in a more surgical way like they did with the china gpu video, that was pretty cool I have no idea how the chinks let them just film everything with faces unblurred
>>107445692Maybe they don't buy that much RAM and there is a RAM cartel artificially limiting the quantity sold to increase prices.
>>107452870facts, ever since they learned drama=views the channel has been shit.
>>107453337>he doesn't know about the ram cartel's previous shenanigans https://en.wikipedia.org/wiki/DRAM_price_fixing_scandal
>>107452303corrupt isnt the right word. unethical is more correct in what hes arguing about
>>107447770the irony.
>>107445183>>107445737Material scientist here:DO NOT be a retard and work with shit like HF in your home (assuming you somehow even got a hand on those acids in first place).You will kill yourself. Literally and figuratively. And the tech for proper (laser) lithography is more complicated than this. It's definitly not DIY tier. >>107445525Bullshit. "Normal" techniques with laser lithography can barely go beyond 1um. And this requires precision control which you cant do without proper piezo motors. Only way to go beyond with such means would be spacer lithography.You definitly cant do UV (or EUV) or electron beam litho at home. And how the fuck do you even characterize sub 1um features? You'd need electron microscope too. Thats another thing you cant just make at home, its utterly retarded to think that some trannies can build high tech nanoelectronics in their garage.
>>107451502It's funny because you people can only think about jews 99% of the time. The 1% you can't is whenever your thoughts intersect with China. Interesting.
>>107446065And the AI bubble’s gonna pop and crash the market eventually. OpenAI can’t continue to spend $1 trillion a year on infrastructure forever.
>>107451502>le robut in that was pure chinkpropaganda, and is actually a piece of shit but you can't criticize it because mandatory patriotismNo.
This guy got btfo by Linus Tech Tips and never recovered btw
>>107454494Steve isn't the one that had to take a break from posting videos and completely revamp his uploading schedule.
>>107454090even if it pops, the problem wont change ram that was made cant be repurposed
>>107451709I'm saying it's not usury.
>>107444210>five minutes in starts talking about their kick starter shit where if I give them money they will bitch about computers more for meAnd stopped watching. I'm sorry you're upset that your toys cost more bro but I won't pay you to be angry about it.
>>107445967>jobs>only if you live in Arizona because foxconn in wisconsin already failed
>>107455007no refunds!
>>107445124Fat.
>>107444210The American government ordered Micron, the only American memory chip producer, to focus 100% on AI.Complaining about how this is anti-Consumer is like an Europoor complaining that Russia sanctions are anti-Consumer.You are completely missing the plot. The USA is betting their whole existence on chat bots, it is how they want to defeat Chyna. Of course the pleb suffers when his masters decide to go to war.And reddit-Steve of DramaNexus even made an anti-Chyna documentary... so what is he even complaining about, lol?
>>107451502>China is the only country thats been successfully able to defeat the Je- I mean Capitalists.Yeah, okay, Chang. As if your oriental dystopia isn't some late-stage capitalism nightmare.
>>107445466Time to play Half Life 2 and Heroes 3 again.
you hear a faint cry of a 41% white racemixed person:>>107455258>b but but CHYNA is a dystopia as well, that's why i have to support my jew dystopiaThe voice appears increasingly distressed and in obvious doubts, as it knows that even if a tiny chance exists for his statement to be wrong, it is impossible to defend his stance...
>>107455258Wdym. I love my designated habitation zone.
>the US shipped millions of shitskins into my country and threw us into a war on its behalf>China never did anything negative to me, but sells me cheap quality goodswow, what a hard choice
>>107446084>incessant swearingLoses all meaning when you drop fuck every minute. It was actually surprising when I heard it first but now it feels like he's doing some weird Johnny Silverhands larp, or whatever "cool" need antihero icon there is now.
>>107455291Funny how people always post the skylines but not the actual streets since those are uninviting compared to something like Tokyo.
>>107455351anon, the average apartment size in Tokyo is 25 sqm. Meanwhile in Beijing it is 100 sqm.In Tokyo, people literally live in pods. It's a complete hellhole.
>>107455397don't you know that poor dystopian shitholes have SOVL when they are located in JAPAN?
whats with the ccp shills brigading this thread
>>107455245Betting everything on chat bots is stupid.China isn't doing just chat bots....
>>107455458They ask for reinforcements when someone calls out their dystopic shithole.
>>107455291I mean... This is almost cyberpunk level shit now... And the west still thinks it has a chance?
>>107455476In the US many people live on the streets or in shitry trailer parks...
>>107455479Retards tend to be impressed by shiny lights. Also, I don't think you understand the basics of the cyberpunk genre, if you think that's a good thing. They used to send better wumaos here, you are depressing to watch.
>>107455464>China isn't doing just chat bots....Yes, but in all those aspects China already won.Or does anyone believe that the USA is capable of surpassing them in e.g. steel production?The task of Trump II is consolidation. He has to limit the damage of what is already lost, collect what is still possible to collect, make existing things more efficient, win in the areas that are still possible to be won and export damages to vassals.That's why you see them trying so many things and cuck out as fast as possible, when they realize it won't have a good outcome for them.Limiting damage is their current highest task.That's why they are so desperate in trying to freeze the Ukraine war as well.
>>107455496This! Only retards are impress by economic performance, rising living standards, development and progress!The high-IQ people know that REAL power is measured by how much money you spend on chat bots and internet spam.
when the DRAM fabs currently under construction come online in the next few years, DDR5 spec will be in the rearview and the next gen architecture will be standard. likely by then, prices, demand, and supply will have stabilized. in the mean time, engineers and others with reach will need to speak out against the centralization of the superdatacenter model of SaaS/IaaS and subscriptions.
That guy is a clueless faggot. Anyone who knows what the word cyclical means will know exactly why these companies are doing what they are doing. Wow demand is so high why don't they just build more factories and bring on more supply? Because semis are a cyclical sector you faggots. Who is going to guarantee that demand will be the same in 6 moths or 2 years? If these companies over invest and the ai bubble pops they will be left holding the bag. Is the classic trap of investing at cycle peaks that idiots fall forIf demand will really persist to a new high plateau then eventually they will ramp up supply. But rushing in to oversupply what is likely a temporary demand bubble would be extremely stupid
>>107455245USA already had lost the AI race, but foolish pride and arrogance build on myth of "American Exceptionalism" forcing USA to commit to a losing battle/war. It cannot accept the fact that someboy else has beaten them let alone a nation that runs on "communism" on paper. China is already laughing its ass off and they also know that AI/ML race is mostly lame, but at least they can afford it. USA cannot. They are hoping USA goes full USSR collapse and balkanization occurs.
>>107453356>>107453356>>107453356
>>107455814>FOORISH PLIDE ALLOGANCE BUIRD ON MYF OF AMELICAN EXCEPTIONARISM
>>107445322why arent you a fan of him? hes easily the best tech ecelebrity since he has strong principles that are entirely material instead of political
>>107455748Confirmed for not watching the video.
>>107444264>makes his own RAMbanned/sanctioned to save the children o algo
>>107445692>What's the endgame with these datacenters?making you a slave to those who own the computing
>>107444210based tech jesus strikes againbtw,what the fuck do you even mean by "lobbying expenditures", micron? (rhetorical)also also:holy fuck are american politicians cheap to corrupt
>>107455630Ddr6 will only reach volume production in 2029 or later
>>107457383i upgraded to ddr4 in 2023i will upgrade to ddr5 in 2029 thenmy pcs survive ~10 years on average, shouldnt be a problem
>>107457493But will you survive?
>>107445138>DDR3thirdie tieralso fuck you
Everybody who isn't a zogbot already supports China.I don't think there is a independently thinking human being out there who supports whatever the fuck (((the West))) is doing.
>>107444210thank tech jesus!
Off topic but what do you guys use thats not kernel level Spyware to change rgb on your rigs?Is the only option openrgb?
>>107445124Would>>107455240Faggot.
>>107445911ARM devices with just enough power to run a barebones system that can be used as a remote desktop viewer for powerful remote machines you rent from Amazon/Google etc.
>>107445183>There is a pretty active discord with people creating their own nm scale lithography machines.Got any links?
>>107458431Please respond I hate this gay rainbow rgb shit I just want a soild color on my rig.
>>107455527wrong. REAL power is about how much bbc per capita your country has
>>107444934>government gifts taxpayer money to company>people get nothing out of itshocking
>>107444210There's nothing "corrupt" about fucking over the working class in favor of making more money in a capitalist society.The system is working as intended.
>>107452665That is not how that works.
>>107445520reminder to anons that communism is the ultimate monopoly and every year we are closer to itteddy "trust buster" roosevelt would do the needful instantly
>>107445472If capitalism didn't make consumer RAM, China would've made it eventually once they got their shit together.Capitalism itself isn't inherently evil. People are evil.Capitalism is fine in moderation, but America goes balls-to-the-wall with it, creating the illusion that America is a wealthy country, when the bottom 50% (that's you btw!) live beyond your means and are in constant slave-debt to the rich.
>>107445911we're regressing back to when people would timeshare on a mainframe computer.only it's going to be distant data centers we pay monthly fees to rent resources from.
>>107445072>redistribution>to... businesses.nigger, what the fuck are you talking about?
Don't worry guys, the companies Micron is catering to will surely sell us cloud compute that's heavily monitored and filtered!
>>107445573>They will still sell chips in bulkSure, for the right price.
>>107445775Isn't it obvious? If AI becomes as smart if not more smart than a human, they can use AI as human capital.
>>107445072redistribution of wealth to the wealthy is socialism got it, thanks anon, very enlightening
I found this article posted on hacker news to be more interesting and informative: https://www.mooreslawisdead.com/post/sam-altman-s-dirty-dram-deal"On October 1st OpenAI signed two simultaneous deals with Samsung and SK Hynix for 40% of the worlds DRAM supply. ""Secondary RAM Manufacturing Had Stalled. Budget brands normally buy older DRAM fabrication equipment from mega-producers like Samsung when Samsung upgrades their DRAM lines to the latest and greatest equipment. This allows the DRAM market to expand more than it would otherwise because it makes any upgrading of the fanciest production lines to still be additive change to the market. However, Korean memory firms have been terrified that reselling old equipment to China-adjacent OEMs might trigger U.S. retaliation…and so those machines have been sitting idle in warehouses since early spring."and here your explanation for the current ram crisis: openai+drumpf
>>107445525Why is acid needed for the etching. Can't you do it with lasers?
>>107445692Its the Manhattan Project for human enslavement. That is the purpose the malicious actors running the show have in mind.
>>107445775Enslaving humanity.
>>107445692De-democratizing personal computing
>>107458991>and here your explanation for the current ram crisis: jews
>>107446204Micron isn't propped up by government intervention. Samsung and SK (Hynix) are, they were literally created by the korean govt. So was CXMT. The US should be doing the same, throwing hundreds of billions to build companies with some stipulations, like building in the US, while also having fast tracked permitting and environmental clearance. The problem isn't capitalism or anything to do with companies. The problem is that you have a bunch of countries who are playing unfair and the US refuses to wise up to the fact that companies like Samsung, SK Group, and CXMT were literally created by foreign governments to corner markets and choke out western companies. Remember Infineon? Elpida? Or even Texas Instruments in the late 90s. Korean companies undercutting and dumping forced a lot of them out of business or forced them to sell. Micron today is the result of Texas Instruments and other American DRAM makers exiting the business and selling their fabs and IP to Micron because they didn't hold on.You're misidentifying international economic warfare.
>>107451502>option 3I just bought acreage with a forest connected to it. Done caring whats going on out there. Playing steamworld heist on my 3ds right now.
Explain to me how "personal computing would go away" in my lifetime. I have 6 mothballed laptops. I have a compaq armada from 2004 that still boots. The networks aren't going anywhere there's more than enough bandwith. If everyone switches there will be mountains of used older hardware lying around How will they force me to use the cuck terminal and not just using the old internet until I die?
>>107444264>Make your own copy of a product>Sued for patent infringementGreat "free market" you've got there.
>>107459158Micron did get CHIPS money tho
>>107447685thats the funny thing, it isn't.all the money is just being shuffled around in an ouroboros. Its all liquid and no assets.it'll keep going around and around until a few wise up which than it is over.
>>107445749lol, the absolute state
>>107459463CHIPS money is paid out after they meet certain conditions. They're eligible for it, but there's no indication they were paid anything yet since the NY project was delayed 2-3 years. It'll only be fully paid out after the fab is completed. Also, it's fucking nothing lmao. A few billion dollars out of a $100B project. And like half of it is loans. The CHIPS act is a useless piece of shit.
Public execution for Micron. The people have voted.
>>107458868which part did you not understand?
>>107460867>which part did you not understand?blaming capitalistic corporate greed on 'socialism' is like blaming a famine on too many chefs."redistribution" in socialism is about giving workers control and sharing the profits of production, and making this MORE accessible for the massesthis is the exact fucking opposite of Micron hoarding a vital component just for the elite AI businesses, you fucking retard.god damn, i absolutely hate fucking idiots that are like "heh socialism did this" over shit that is fully unfettered capitalism.this is CAPITALIST MARKET MANIPULATION, you smooth-brained monkey. which part of "stopping regular consumers from getting a product" screams serving the working-class to you exactly?
>>107461075socialism is redistribution period and probably good 3/4 of it goes to private persons you imbecile
>>107461100lmfao holy shit... *breathes in*so "redistribution" is when 3/4 of it goes to private owners? congratulations, you just figured out what a T A X is, you crayon-eating fucktard.you're literally describing every CAPITALIST economy with a tax system and NON-WORKER SHAREHOLDERS.you know, SHAREHOLDERS, the fuckers who generally have nothing to do with publicly-traded companies?the ones who buy shit on a stock exchange?the ones that move numbers around, hoping the company they pick makes the numbers go up?the ones that DON'T LIFT A FUCKING FINGER for producing anything?SOCIALISM is about the means of producing things and services being owned by the workers, and those workers profiting from it.you are complaining about TAXES and calling it socialism.there are so many books you will never read and videos you'll never watch that could teach you all of this, because you're sitting here on a 4chan board being a dumbass.
>>107458991>https://www.mooreslawisdead.com/post/sam-altman-s-dirty-dram-deal---> linked article https://www.tomshardware.com/pc-components/dram/openais-stargate-project-to-consume-up-to-40-percent-of-global-dram-output-inks-deal-with-samsung-and-sk-hynix-to-the-tune-of-up-to-900-000-wafers-per-month ---> linked article https://www.reuters.com/business/media-telecom/samsung-sk-hynix-supply-memory-chips-openais-stargate-project-2025-10-01/Writes Tom's Hardware:>Both Samsung and SK Hynix confirmed that OpenAI's anticipated demand could grow to 900,000 DRAM wafers monthly, which is an incredible volume that may represent around 40% of total DRAM output.Writes Reuters:>SEOUL, Oct 1 (Reuters) - Samsung Electronics (005930.KS), opens new tab and SK Hynix (000660.KS), opens new tab have signed letters of intent to supply memory chips for OpenAI's data centers, as South Korean chipmakers join forces with the ChatGPT maker to meet rising demand from its Stargate project.So two DRAM manufacturers claim OpenAI anticipates that it could use up 40% of worldwide DRAM output (but maybe it won't), and the two manufacturers wrote letters of intent to supply chips to OpenAI (they haven't already sold them).
>>107461214socialism is about redistribution >means of producing things and services being owned by the workersand how do you do that without redistribution smartassalso you have a gaping axe wound between your legs from what i can tell
>>107455838Sorry, but it is the hard truth in the matter. USA hegemony is already dying and is one international crisis away from becoming the 1940-1950s UK.
How can one claim the market is rational when institutional investors believe datacenters for a service that has never turned a profit, and which no one can afford to power, are such a good investment that they are starving the rest of the economy of any investment whatsoever?
>>107462103shut the fuck up and buy more Nvidia stock
>>107445775we don't know but we'll ask AGI once it emerges from the computer and all will be well
>>107444932>so you can rent it instead of own itthis the big part; essentially tech is trying to take the computing power out of the consumers hands and consolidate in into data centers that you rent time on.
IT'S HAPPENING - JEW PSYOP WORKS.Jews built Ai-GOLEM and trying to move into DDR6 by 2027.They want to sell off their inventory so they don’t take a loss, and the GOY might even pay more in the process.HIGH QUALITY BAITfirst time? I remember same shit during mining boom, during covid too. Same now.Just relax and wait DDR6
>>107455814There is no AI race, just an AI sink. US has dumped it's entire economy into it shit only for their shit to be distilled by chinese every time. They are acting as if it's a winner takes all scenario but AI is simply not reliable enough to keep internal and just replace every single company. It has to be sold to others to make money, but that also lets them train a copy of it. Right now already models are personal preference, trivial to swap and computed somewhere the user doesn't give a fuck.This is just cloud computing 2 - extremely parallelizable edition. It's even more commodified than regular cloud computing.
>>107461782oh, i get it. english isn't your first language. my bad, malaun.let me see if i can put it in terms you'll understand.when i buy a beef burger made from a holy cow, that's a "redistribution" with a butcher.when i give your mom money after she sucks me off, that's a "redistribution" through cashapp.when i sell you a bottle of cow piss for your pancreatic cancer, that's a "redistribution".none of that equals socialism.redistribution is the method, not the system.the point is the DESTINATION.your TAX example redistributes money to private shareholders and the state.socialism redistributes the means of production (factories, land, tools) and gives them to the workers.it's literally the exact opposite of a capitalist company hoarding products.now you're trying to define EVERY transfer of property and calling it socialism.you defined tax and called it socialism, you fucking pajeet moron.
>>107462359So I can't have a house, I can't own my games and now I can't have my own pc.
>>107444210I just bought this set for $299. Did I fuck up? Someone told me these are slow and not worth the money.
>>107462460>socialism redistributes the means of productionthrough tax>your TAX example redistributes money to private shareholders and the state.there is no socialism without central authority i.e. state
>>107444210>corrupt memory industryjust use ecc memories it'll stop the corrupt memory on its tracks and bankrupt those industries
>>107446018Is there ANY proof that this isn't just some larper?
>>107462628Better to ask in the pcbg general.
>>107462633So America (and literally every other developed nation on the planet) is a socialist nation.Alright, I think anyone else reading this can see you're a retard. My work is done.
the data centre industry is much, much bigger than the consumer computing industry now. they will find some way to force cloud computing. including using laws to enfrce it like anti piracyremember this well. nothing ever gets better and the system is built on maximum extraction of you
>>107452037I've literally said this in multiple threads when steve went after these companies for return policies instead of going after the main assholes who won't enforce laws that are already on the books. The government should be enforcing the laws but they don't because they take money from them and the idea that his shit video is going to make anything change at asus is retarded. He should be bringing attention and forcing the US government to actually DO SOMETHING. WE HAVE LAWS ALREADY. We don't even need to make any new ones. seriously. You retard!
>>107445138kys
>>107459158US government just gave Micron billions of dollars of taxpayer money. Micron thanked taxpayers by axing consumer production.these companies aren't an unfair envirnment where they're cheated by Samsung. Fuck Micron I hope they eat shit with catastrophic losses
>>107463015Micron is just killing their retail channel (Crucial). They are focusing on OEM and ODMs. All major memory companies have been quietly moving away from the retail space.
>>107448214>Nvidia went from $27 in political contributions in 20 years to $10 million dollars paying for a new white house rape roomThis sort of shit and the whole lobbying thing are so unbelievably, ungodly corrupt that it makes me angry just thinking about it.
>>107452034I think you can be mad that a company who took advantage of gov bailouts then turned around and ditched the consumer. Obviously they're within their rights to do this, just as much as I'm within my rights to call the guy beneath this post a faggot. But that doesn't mean he has to like it, and it doesn't mean we have to like Micron's choice or support it.But I do agree that Gamers Nexus tends to blow things out of proportion for clicks. They're not as bad as the others, but they're still on the same side of the coin.
>>107463140Microsoft has done it already with xbox but maybe that's just coincidental because it's been a shitshow anyway.
>>107463140Yeah the narrative that they're doing this (only) for AI cannot possibly be true although they're obviously trying to insinuate it for hype, the fact is they're not gonna stop making high-reliability memory for auto/plane/medical because they have a monopoly on it, Samsung and Hynix can't do it, and also DRAM and HBM aren't fungible so they can't use formerly-Crucial memory for AI cards, and also Apple has to make a new iPhone every year.
>>107463345Apple already bought 60% of TSMC’s 2nm production capacity. most new chips will be locked into apple's ecosystem next generation. everybody else will be fighting for the scraps
>>107463389Not quite sure what you mean by this, TSMC makes logic, Micron makes memory. They aren't competing.
>>107463405I'm not talking about memory
Normally Nvidia buys most of Micron's latest DRAM. But Nvidia isn't supplying DRAM any more. Which means they aren't getting it from Micron. Which means Micron got a better offer. From who? Nvidia is the richest company in the world. The bubble just got 10 miles wider.
>>107456000He has no principles other than his ego. Years of people (mockingly) calling him Tech Jesus has gotten to his head.
>>107445967>>Tax payer gets jobs, infrastructure and keyTheir Jeet CEO will keep hire Bangalorians> InfrastructureThat strangles communities that live near them and causes utility prices to soar> Profitable industryBetting it all on Black is how you go from profitable to fucked in an instant. See 3Dfx
>>107455457I actually love both as long as it's not North America.
>>107446455They're supplying datacenters with a crucial (heh) component, thus they are doing their part in building IT infrastructure, if you want to profit from Micron's succes then buy stonks. Micron is doing their part in making it so that the USA beats China in the AI race.
>>107462103microsoft makes most of its money from "datacenters as a service"it's profitable for shareholders
