[a / b / c / d / e / f / g / gif / h / hr / k / m / o / p / r / s / t / u / v / vg / vm / vmg / vr / vrpg / vst / w / wg] [i / ic] [r9k / s4s / vip] [cm / hm / lgbt / y] [3 / aco / adv / an / bant / biz / cgl / ck / co / diy / fa / fit / gd / hc / his / int / jp / lit / mlp / mu / n / news / out / po / pol / pw / qst / sci / soc / sp / tg / toy / trv / tv / vp / vt / wsg / wsr / x / xs] [Settings] [Search] [Mobile] [Home]
Board
Settings Mobile Home
/g/ - Technology


Thread archived.
You cannot reply anymore.


[Advertise on 4chan]


will ram come back to its original price?
>>
>>107481821
No, and that's a good thing.
>>
>>107481821
Yeah, once the AI bubble bursts, or at least deflates.

Whether that'll happen next month or not for three years, that we don't know.
>>
File: IMG_7933.jpg (326 KB, 1280x863)
326 KB
326 KB JPG
Hey guys, when will things cost what they did when I was a kid? I don't want to pay more than $30 for a first-party controller.
>>
>>107481845
yes, a used one maybe
>>
Vibe code your own ram.
>>
>>107481821
The cheap prices that we've seen recently are an aberration.
>>
>>107481821
Yup! It'll happen the day the housing becomes affordable again.
>>
>>107481845
You jest but I got two brand new (sealed) Xbox 360 controllers for 30 bucks a piece about a year ago.
>>
I don't really know how this shit works but just logically, the fact that RAM was so cheap until recently shows that it is cheap af to actually manufacture and still be profitable. Just because the big players are exiting the game shouldn't change that.

So what is stopping some other company from taking advantage on the new demand and deciding to get into the RAM market? They could make the same product and charge 2-3x what it was selling for before and make great profit margins while still being cheaper than what we have currently.
>>
>>107482035
RAM often needs rare-earth materials to be manufactured (REM are mostly mined by China) and the fabrication facilities that manufacture the silicon used in RAM take years to set up. They'd likely have to establish everything from the ground up, sourcing the raw materials, the land to develop the facility, hiring the experienced professionals to make the RAM, etc. They would be spending a fortune to make the least money.
>>
>>107481821
When the AI bubble pops yes.
>>
>>107482186
when is that?
>>
>>107482221
two days earlier than the day after tomorrow, plus 14 days.
>>
>>107482221
Two more weeks. Same with China's economy.
>>
>>107481821
Depends on when China new fabs are going online and how much volume they can produce.
I wouldn't count on an irrational market to go back to rationality.
>>
>>107482186
When all the financial institutions who are bankrolling the AI corpos either cut their losses or go bankrupt
>>
>>107482300
meant for
>>107482221
>>
>>107481821
No, Sammy SK and Micron were conspiring to level off production and increase the price through some degree of scarcity, but they were aiming for lets say $200 for a 32 gig kit, not $500+
>>
>>107481821
no and ram manufacturers will make sure of it. you better pray china disrupts the market instead of joining the cartel or we are fucked
>>
>>107482035
Its actually quite hard to make current gen RAM. The chinese are always one generation behind (they just figured out how to make DDR4 RAM)
>>
>>107481821
what are you poor?
>>
>>107481821
why should it? who's competing? why should they compete? it's basically free profit for those who can and a massive billion+ dollar hole to get to the same level for any would-be competitor.
>>
>>107482035
RAM market is very competitive and works on boom and bust cycles. Right now we are at the peak, where companies make tons of money. But the prices eventually go down to dirt cheap like DDR4 was a while ago. If you get into the market right now, it will take you a couple years (realistically a lot longer, CXMT is in the game for a while and only now they managed to get to DDR5) until you get your manufacturing working so you end up getting the tail end of the prices and go bankrupt. We've had other DRAM companies in the past and they went bust.
>>
>>107481821
no, in 20 years time you're going to look at now, when the world economy is in free fall, as a golden age
>>
>>107481821
It always comes down eventually, and it always goes up eventually. The RAM market has had brutal cycles for decades. Price go up, price go down, repeat some years later. Manufacturers went from American, to Japanese, to Korean, but the cycles remain.
>>
>>107482428
Thank god. I need 128 gb of ECC unbuffed
>>
>>107482492
It you're European maybe
>>
>>107482450
Eventually the free money train slams into commodity prices and they have to return to reality for a while. The RAM cartel are masters at exploiting this. They know they have about a year they can rape data centers before the economy shits or big AI starts throwing its weight around and lets CXMT enter the Western market.
>>
It never will. PC gamers are gobbling it up still when its 1000 dollars for 64GB
>>
>>107481821
Samsung already said things won't change till 2027 potentially lol
>>
Remember a toilet paper shortage during C19? In this video https://www.youtube.com/watch?v=Kw5rr8-mmiM&t=27m30s in German Thomas Röper reveals that there was no toilet paper shortage. Supermarkets could order toilet papers, but only the expensive ones. Apparently the producers didn't produce the cheap ones anymore. When supermarket customers saw that the cheap paper was out of stock, they panic bought expensive toilet paper. All toilet paper was out of stock then but only temporarily, because the expensive ones could still be ordered after all. Isn't it likely that the RAM manufacturers agreed on selling less RAM? And isn't it likely they are trying to convince people that there is a real shortage, when there is none, because when people think there is no real shortage they might just wait. Delaying buying RAM is often possible.
>>
>>107481821
Buy GPUs and SSD's now and sit on them for a bit.
>>
>>107484606
jew
>>
>>107481821
Yeah.... of the 1990's!
>>
>>107484642
WASP actually
>>
File: hall effect stick.jpg (71 KB, 800x600)
71 KB
71 KB JPG
>>107481845
You can get some cheap chink controller that is BETTER than first-party shit.
>>
>>107484663
Personal computing is being de-democratized in real time.
>>
>>107484663
pretty sure memory prices were two orders of magnitude higher in the 90s zoomzoom
>>
>>107482035
China is already making them locally.
>>
>>107481821
Sure it will. But it might take until 2035.
>>
>>107484515
P.S. Do we have any reason to believe that the shortage is real? An anon in another thread posted this 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.
Sounds hysterically bad, but when I clicked on one of the links 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 I read:
>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.
So these RAM manufactures claim "anticipated demand could grow to 900,000 DRAM wafers monthly" but it might just not or only for 1 month.
Tom's Hardware linked https://www.reuters.com/business/media-telecom/samsung-sk-hynix-supply-memory-chips-openais-stargate-project-2025-10-01/
>SEOUL, Oct 1 (Reuters) - Samsung Electronics (005930.KS) and SK Hynix (000660.KS) 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.
Did they promise anything in the letters of intent (for instance a price per GiB or how much RAM could be ordered)? We don't know.
>>
>>107484515
>Isn't it likely that the RAM manufacturers agreed on selling less RAM?
Samshit, Micron and Hynix all agree to make less RAM years ago but only due to lack of demand.
>>
>>107484776
nope it will never go down because consumers have shown they are willing and eager to pay 1000 dollars for ram. If youre trapped in the PC ecosystem youre only option is to pay up
>>
>>107482428
I wonder if Chinese DDR4 will ever hit the market here, lots of people are still on DDR4 platforms so they'd be dumb not to capitalize on the demand so long as they're allowed to.
>>
>>107481821
Is it just glare from the angle or is the paint on DDR5 cheaper?
>>
I hope not.

No PC for you little Chuds and that's a good thing.
>>
Most people in the world have lived in abject poverty before the 20th century. The 20th century is an extreme historical anamoly not the norm.

We're returning to the norm. The norm going forward will be neo feudal
>>
I just bought her 2 x 8gb pc3-12800 ddr3-1600. It was like $32 on Amazon and her computer will be a lot faster when she opens her emails and watches videos. picrel is ram I bought and it was affordable
>>
DDR 3 just works
>>
>>107484515
>Isn't it likely that the RAM manufacturers agreed on selling less RAM?
Yes and no. They did, but that's not what is causing the current issue. Why make RAM for consumer systems when datacenters for AI gives more profit per memory chip?
>>
>>107481821
Once the AI bubble breaks. All these AI megacorpos are already bleeding money out of every orifice as it is. Even if and when they do get up and running, they'll still be operating at a huge loss for years. Most will go bankrupt or cut losses before then, and many will dream of even breaking even let alone being profitable.
>>
>>107481821

>all of a sudden people care about RAM
>>
>>107485041
Turns out AI is pretty good at blowing people up, censorship and making propaganda. So no, I don't think it's going anywhere.
>>
>>107481821
>will ram come back to its original price?
LOL ROFL LMAO
>>
>>107484802
It affects everything tardo
>>
>>107485041
>All these AI megacorpos
For example?
As long as the bulk of muh AI is under the helm of hyper-profitable enterprises like Google, Microsoft, Amazon, Meta (who already own and operate nearly all of the internet minus China), muh AI ain't going nowhere.
Next year, 2026, many peoples heads will explode as breaking news headlines will reveal the beginning of profitability for several AI divisions of the aforementioned megacorps as well as of a few "stand alone" AI companies.
>>
File: 1745261747138906.jpg (186 KB, 600x799)
186 KB
186 KB JPG
>>107481821
That's what it's doing now.
>>
File: Pentti_Linkola_2.jpg (417 KB, 1280x1563)
417 KB
417 KB JPG
>>107484905
Because there are too many people on this gosh darn planet.
>>
>>107481839
It will never happen, this isn't a bubble. Its just corporations cyclically paying each other on repeat with printed money along with finishing off a lot of jobs with AI/jeet imports.
You should get ready for a moneyless/low money society as everything is trapped at the top and its never going to leave less and less.
>>
>>107484802
>because consumers have shown they are willing and eager to pay 1000 dollars for ram
Unironically this.
The consumer has voted with their wallets.
>VERDICT: picrealted (written in 2023)
>>
>>107485229
If the price of everything (not just RAM) goes up simultaneously ("inflation") then the reason is always that the central bank has decreased the quality of the base money (money in the bank isn't base money BTW, but the unit of measurement is the base money).
>>
>>107484772
I think a company in russia managed to produce ddr5 a year ago or so, they said it was difficult to produce
>>
>>107485313
please consult picrealted
>>
>>107484711
not for ps2 unless you use an adapter for other console controllers
>>
File: ComfyUI_00560_-1(1)(3).png (828 KB, 1884x867)
828 KB
828 KB PNG
>Beliving this is an organic shortage/market conditions in anyway and not the simple fact there are only three corps in the world that make RAM and they completely stopped pretending they aren't a blatent cartel anymore that price colludes.
This is what happens when you have a monopoly and it shouldn't be a surprise becuase the semi conductor industry has been like this starting in the 1970s. People were already predicting this would be the end outcome.
I mean seriously what did you think? They aren't competing amongst themselves anymore and they got the gov to cuck out and give them endless bailouts, tax subsidies.. MUH JOBs to build non existent fabs in the US.

>>107485197
This consumers are no longer the important customer anymore. Even before corps would say Real Customer* in referring to other firms.

The fact that no-one is screaming about this/writing to your rep is scary while any American that uses tech (99%) get gleefully bent over dicked down by these practices.
>>
File: 1764880514992355.jpg (77 KB, 916x916)
77 KB
77 KB JPG
everything will sort itself out i never stress about anything, i dont even know why things are more expensive but it doesnt bother me because someone will fix it sooner or later
>>
>>107485391
>Beliving this is an organic shortage/market conditions in anyway and not the simple fact there are only three corps in the world that make RAM and they completely stopped pretending they aren't a blatent cartel anymore that price colludes.
I mean, if you look at it from a different angle:
They were actually pretty late with this.
It has been obvious for quite a while that they can start milking their AI customers by charging whatever they want because said AI customers are backed by paypigs with limitless funds.
>>
>>107485391
I am really wondering if there actually is a gamble to risk basically most of the DIY space. Focus remaining business of consumer RAM to B2B/OEM. Hell, forget upgradable RAM, just makes it more difficult. If you need more, just get a subscription to one of our Windows 11 VMs with Copilot integration. Free for the first 6 months. You won't need to spend 2500 bucks on a PC! Its also an XBOX. I really can't imagine them risking killing this, but I haven't checked the numbers. They only go where the money is
>>
>>107481821

online sales are not quite like that usually you find good deals and campains when you check item until its time to buy
>>
>>107485361
Issuing backed money doesn't lead to all prices going up at the same time, but the issuance of un-backed money does.
https://www.old.wiwi.uni-frankfurt.de/fileadmin/user_upload/dateien_abteilungen/abt_ewf/LS_Klump/documents/Personal_information/Dissertation_Ingo_Benjamin_Sauer_Summary.pdf
>, Sargent emphasizes over and over again that the mere change in the
money supply can neither explain the inflations nor the stabilizations thereafter; the only
logical conclusion from the data is the different quality and nature of assets the central banks
received for their issued notes before and after the stabilizations. While the central banks
received only relatively worthless assets during the time of hyperinflation, the same central
banks demanded and received a valuable asset for each note given into circulation after the
stabilizations – when the money supply still increased strongly
>>
>>107485444
Something along the lines of... this.
"Cloud" is back with a vengeance.
I'm curious to see how le ram tumult will influence next gen video game consoles by Snoy and MS.
It probably is a given that neither will have optical drives any longer. Not even in their "premium" variants.
Also, I expect the MSRP of a base PS6 to be no less than $999 or even $1099 in 2027/28.
Most consumer tech and gadgets on a model year cycle will very likely see hefty price increases in 2026 as well.
Why? Because fuck you(the customer).
>>
>>107482186
bubbles don't pop anymore. it's only a question of if prices go up or level off, there's no going down
>>
>>107485552
>NOOOO, THAT'S NOT REAL MONEY PRINTING!
bullshit discarded
>>
File: ComfyUI_00567_(1).png (1.06 MB, 2895x669)
1.06 MB
1.06 MB PNG
>>107485444
Its going to fucking small to enterprise business too. They cant go with a B2B/OEM model becuase datacenters (not AI), biz and maritime need OBRPs becuase they litterally cannot just replace entire systems. It would also comepletely destroy the whole AT standard hardware architecture we've had since the late 70s that has made personal computing possible for the masses.

Also if we are going with an embedded/could world then if that is the case then its basically going to be like the old IBM days where you leased the mainframe from them only this time on the cloud.
Im a glowie that works with COTS (supposedly consumer grade off the shelf parts and servers) servers for SIGNIT. Replacement ECC memory has gone through the roof and they know the taxpayer will pony up for this artificial increase. RAM fails on high production systems and needs be replaced.
>>
>>107481821
yeah bro, same as gpu's
>>
>>107485565
It would also be in line with making it more difficult for consumers to get into self hosted AI. Claude is already able to enable a tech savy person to produce working programs. With improvements to that, including agentic AI, it might be too powerful to have open source. Or too dangerous for profit.
So its nice that the RAM makers are once again playing ball. There are some rumors about RAM stocks for Sony and MS, most pointing towards Sony being quite well stocked for 2026, but the price of the upcoming consoles might be the perfect Bellweather where the rest of consumer prices will go. If the next Playstation needs to cost a thousand bucks, a comparible gaming PC will start at double that.
>>
>>107485576
Do you not see how much money is being pumped into ai?
You really think more than 1% of that investment money is going to be returned on?
>>
>>107485587
wasn't there some escalation regarding service contracts on some Navy vessels, where a certificed engineer needed to be flown in to check and replace a part although it would have been technically possible to be done by the crew? Just following some right to repair stuff but I don't get the full picture/impact here in Europe
>>
If you're doing a new build couldn't you get laptop DDR5 and adapters and hope the shortage ends after a couple of years?
>>
The only way RAM will go down is if theres an another actual player to get into the market. Even if theres another RAM maker what's stopping them from forming trusts or with the other players. Also the big three could crushing any upstart by hording/buying up all the raw materials, FAB machines etc (all illegal behavior btw). They dont even need to lower prices to undercut their competitors.
One of the reasons Chip making is so monopolized is becuase its one of the most technically intensive manufacturing processes known to man, up there will starting a nuclear weapons program/enriching Uranium.
>>
>>107481821
No, it will come down in price from where it is now but settle at like twice the old price, like GPUs did
>>
>>107485683
>our ai kills better than our competition's ai
There you go.
>>
>>107485646
>It would also be in line with making it more difficult for consumers to get into self hosted AI. Claude is already able to enable a tech savy person to produce working programs. With improvements to that, including agentic AI, it might be too powerful to have open source. Or too dangerous for profit.
Very good points. That's food for thought.
I guess it's not far fetched if "virtual machines" would become the new computers, that executing any program or line of code not being installed through the MS app store (for example) [or signed by copilot AI police]is simply prohibited. ie no workey.
>There are some rumors about RAM stocks for Sony and MS, most pointing towards Sony being quite well stocked for 2026
Current gen tech and their manufacturers have no obligation to the customer NOT to raise prices within a model cycle. Sony has already - "out of the blue" - increased the MSRP of the PS5 lineup in some parts of the world. And they will do so again in 2026 is my guesstimate.
They want the profit. And they need to prime the customer for >$1000 base level prices of whatever their next gen offerings are going to be.
Nobody should be surprised to see even current gen MSRP prices to rise bit by bit from here on.
>>
>>107481827
fpbp.
>>
>>107485701
CXMT
>>
>>107485707
>like GPUs did
or housing.
>>
>>107485696
While I managed to snag up some full size DDR5, I actually bought two of these adapters just in case. Could easily get a pair of SODIMMs at work if I ask someone nicely.
>>
>>107485729
Maybe Windows on ARM will be the endgame. Everyone (well, everyone you can profit from) has a phone. Find a way/App to use it as a thinclient, connect to a monitor via USB-C and get gaming with whatever periphal you choose. On a device you already own. Only 5 bucks a months.

Sorry, that sounds too good and only thing needed is stupid amount of compute to serve the masses. Wait....
>>
>>107485824
And best part about having your access to high-end compute locked behind your phone? Government ID. It makes too much sense to not follow up on
>>
>>107485824
>Wait....
>>
File: ComfyUI_00449_(1).png (1.85 MB, 1400x958)
1.85 MB
1.85 MB PNG
>>107485684
Yes that was just contractors doing shitty things they know they can get away with. It affects even the integrator level contractors because they have to deal with B.S like needlessly proprietary IT systems combined with ancient legacy hardware many times becuase they are running on classified SIPR/JWICS and no one is cleared or only one guy has the know how to fix the equipment.
Its alot of this shit works but if you dont use our services/consultants then your gear goes to shit kinda extortion imo.
>>
Probably not. Ram is now a monopoly.
>>
>>107485911
With so many levels of bullshittery, something as important as RAM will really cause some huge disruptions. I wonder when some companies are going back to producing dumb appliances, just because they can't source the chips. Wild times. But my rig is set to ride out the storm
>>
I don't even get why they're going so hard on this current state of AI. Its fundamentally flawed generative AI. Even we get proper AI in the future it won't be based on this scuffed shit. So why are they bothering to brute force it now
>>
>>107486139
Maybe its more about the right people figuring out how to sell their product to each other, while investing in each other at the same time for an infinite money glitch.

I also believe they are still looking for the thing that makes it profitable. Slop surely ain't it, and research is not sexy enough. So its
- brute force human replacement to save employment costs with AI
- cheap, high quality cloud gaming, streaming from your phone to the big screen (secondary use case for datacenters)
- something something porn
>>
File: sea_lion_snow_dick.jpg (82 KB, 824x618)
82 KB
82 KB JPG
>>107481821
>will ram come back to its original price?
It is going back to its normal pricing. Personal computing used to be a hell of a lot more expensive.
>>
>>107486226
LLMs make a ton of money by scamming people. They also killed the copywriting market (good, they deserved it). Other than that... They are not very useful. They can code, but only as good as a junior. They can write, but aren't any good in replacing any writer. They can create art, but everyone hates it so it defeats the purpose.
It's a productivity increase in a lot of jobs, but I honestly can't see it replacing or even reducing most positions or even reduce the necessary personal without some sort of major loss in quality (which capitalists will go for anyways).
>>
>>107486238
True, few kids had pentiums when I was in school, those things were expensive back in the day, I felt that ram was cheap for the last year that's why I got as much as my motherboard could handle
>>
>>107486301
>True, few kids had pentiums when I was in school
We shipped off our DX2 66mhz to Packard Bell for service and they lost it so they replaced it with a Pentium MMX 166. That was rocking until 2001 with Win98

Tears in the rain.
>>
>>107485041
AI companies might be operating at a loss, but what happens when the same shareholders of the AI companies also own all the shares in the ram companies? I think right now we are mega fucked, because they are using the AI bubble to make bank on their other assets, and are just trading money around. When AI finally pops, they will claim massive losses, protecting themselves from all the taxes. They won't lose anything though. AI is like a money pump for them to shuffle funds from one holding company to another. Its meant to lose money on paper.
>>
>>107484515
Chinese in my street had their garage packed full of tp behind the roller door, had to park their cars outside lol. Indians in my commieblock were filling the bins completely with fresh food one day after they were emptied.
>>
If capitalism has taught me anything, it's that prices never come down.
>>
>>107486139
It's the only thing propping up the USD right now. The economy would be in free fall without it.
>>
prices will stabilize when the fabs start outputting more supply. "analysts" are saying two to four years. maybe sooner if retards can into semiconductor jobs.
>>
>>107486722
Because you're too young to remember when PC building was far more expensive than it was today
>>
>>107482035
>So what is stopping some other company from taking advantage on the new demand and deciding to get into the RAM market?

The problem is then they would get in the ram market just to sell to AI firms. The face that the major players didn't keep one foot in consumer ram even with the high margins means AI companies are paying out the ass for it
>>
>>107486875
the fact* that
>>
Will SSD's / HDD's / NVME's go up in price soon too? I might buy another nvme on boxing day sales if they are going to.
>>
>>107486925
NVMEs yes, SSDs maybe, HDDs no since nobody wants them
>>
>>107481821
>$162.24/KB (adjusted for inflation from 1971)
I sure hope not
>>
>>107482035
Trump sanctioned chinese RAM already
They are just starting now mass ddr5 production but it's illegal to buy in the US
>>
>>107485372
Who the hell is still trying to buy first-party PS2 controllers? Just get a cheap Xbox controller and re-map the control scheme like everybody else.
>>
>>107481821
Given how much of a complete joke the economy really is, why should it? You have no alternative anyway.
>>
>>107481821
>will X come back to its original price?
This has never happened in history
>>
>>107487056
godamnit you fucks are still as snarky as you were in 2011, the last time i visited this board in earnest.
>>
>>107482035
>So what is stopping some other company from taking advantage on the new demand and deciding to get into the RAM market?
It costs a lot of money to get started and every country has way too many regulations so it's impossible to start even if you have the money needed to
>>
>>107481821
The era of the average joe having access to powerful hardware is over. Just watch, everyone will start introducing weak devices for the same price electronics once were, with a subscription required to do everything in the cloud.
>>
File: 1764899083145749.png (12 KB, 761x891)
12 KB
12 KB PNG
>>107487258
>>
>>107486875
The problem with this theory is that the AI companies don't actually have the money they are "spending." Open AI can put in an order for 40% of the raw RAM material if they want to, at some point they have to actually pay for it and currently they don't even have close to the amount needed to actually cover these orders. Eventually they will run out of other people's money to spend and be no closer to being profitable because their whole business model is built on a house of cards with paper constructed of C student transcripts from business "data science" programs.
>>
>>107481821
> to its original price?
No, but it will eventually go down to maybe half of what it's now, remaining double as expensive as it was in the recent past. No PC hardware will ever get "cheap" again, not motherboards, not CPU, not GPU, not RAM, not SSD. Why? Because with the advent of "AI" compute power has become a scarce resource and the demand for it will increase exponentially! It will only end when their data centers can't run because of the lack of energy.
>>
>>107485372
>>107487169
Mod your PS2 and you can run DS3/4/5 controllers (even with Bluetooth with a USB adapter)
>>
I finished my PC build before all this and finally decided to check the price I got it before and compare it to what it is now. Spent 265 bucks on 24x2 CUDIMM from V-Color. I got black which is now out of stock on newegg but the same ones in white are now 630 bucks. That's just wild to me
>>
>>107487258
>with a subscription required to do everything in the cloud
I'm sure that's a long-term goal from all these companies building data centers with taxpayer subsidies.
Hardware manufacturers don't give a shit either way; enterprise just happens to be the highest demand and margins. Although I'm sure that just mentioning AI in their "forward-looking statements" make stonk go up.
>>
>>107485391
>>107485587
catbox the full images please
>>
>>107487315
They can borrow against the value of their shares. The RAM SCAM is just a money laundering operation to move investor funds from one blackrock owned firm to another. When Open AI crashes and burns they will be left holding a bag of devalued ram, after all the capital has already been moved to another holding company. Bonus points, they might be able to fleece the fed for a bailout to get paid on both ends of their fraudulent operation.
>>
>>107481821
If the "bubble" pops it depends on what happens

If the government doesn't give a bailout to the AI companies then probably. But if they do (which they're probably fucking going to do) then nope
>>
You can do a refund scam too if youre too chicken to steal it.
>>
>>107481821
Don't care, I'm waiting for spin ram. Should be out by 2030
>>
you think only the DEMAND in ''supply and demand'' matters? you just have to wait
>>
>>107485734
Why is that a good thing?
>>
File: 11132341231231.png (33 KB, 476x704)
33 KB
33 KB PNG
we are getting a number 2 arent we
>>
>>107488609
It makes his boss more money
>>
File: 20251118_145557.jpg (1.52 MB, 3024x4032)
1.52 MB
1.52 MB JPG
No. Once '"*they*"' take an inch, it becomes the new minimum. Only violence can help unfortunately.
>>
>>107488615
Once the CEOs see that the public takes it, even if they don't agree, they just keep the new high with profit as the only reason.
Voting can't change market "rules" like these. So looting of PC stores is the only options that can hurt them to reconsider.
>I am not even a black man just tired of greedy CEOs
>>107490207
>>
>>107488615
Most certainly. I'd expect at least 20% increase. That might be too optimistic, though.
>>
File: 20251121_071051.jpg (25 KB, 370x320)
25 KB
25 KB JPG
God bless PCSX2 for unlimited good games.
>>
>>107485173
yeah and these "people" are brown.
>>
>>107488565
i was going to give advice for this but i don't want to ruin my grift
>>
at least a year out for normal pricing
>>
Maybe we need to look at the bigger picture.
>Gov is Involved
>OpenAI is a pawn
Who benefits?
Korea and Taiwan, for now.
The stories run about sama flying out to sign the secrit deals are all smoke and mirrors. As if suddenly the press has become trustworthy, lol.
As if the companies involved would have no clue about this deal, and the parties involved. Especially with a history of price fixing. lmao even.

It's either payment for services (to be) rendered, or some setup for a future plan. SK is trading at 5x the normal rate, pic related.
>this time it's different
Last time I checked, there seems to be some correlation between conflicts happening and the money supply and stocks doing funny things.
>>
File: iYUkU78axupcLEY7.jpg (119 KB, 960x960)
119 KB
119 KB JPG
>>107481821
>>
>>107481821
i think my spare ram might be worth more than my crypo-currency
>>
>>107485197
Where are the investors who are pumping their money into ai getting their money from?
>>
>>107482035
>So what is stopping some other company from taking advantage on the new demand and deciding to get into the RAM market?

Why can't you lot get this
These companies don't make ram. They make wafers. The wafers can then be turned into ram, nand, hbm etc.

If another company magically appeared and could make all the wafers they want guess what? these AI companies will turn up at their doors and say we will give you $100 billion to make us HBM not ram. Are you still going to be making ram for $10 billion? Even if you could work and turn that into $30 billion? The profit margins on ram do not matter right now. They don't even care to make more of it.

Line must go up. If a company CEO even tried to say NO WE WANT TO MAKE ONLYRAMS their shareholders would boot out that CEO or luigi him asap.
>>
>>107481821
Yes, because ultimately people will need PC's and/or stronger machines to run with the AI models causing this shit and streaming everything is prohibitively expensive for everyone involved...while still needing beefy enough machines to handle the streaming in the first place.

If/when a crash happens RAM will cost like $5 for 64GB because of the absolute tidal wave of it coming out of data centers.
>>
>>107481821
Did GPU prices ever come back down? For reference, flagship cards were capped at $499€ for twenty years before the coof just sharted all over.
INB4, some odd specialty GPU breaking the mold every now and then of course.
>>
>>107497211
That spare stick of 8 gig 3600 in my parts drawer is worth more than my kidney.
>>
>>107498534
>underpaying their employees
>overcharging their customers
>landlords milking the ones not allowed a mortgage
>>
>>107485076
The Internet is vital for the economy. Companies that initially set up the infrastructure for it in the US in the 80s-90s mostly fucking died during the dotcom crash.

The tech will persist, its current operators will probably die. And we all will have whole servers rooms' worth of cheapo used AI chips.
>>
>>107481821

Actually, havin a wee gander at my countries used market I'm not sure if DDR3 and 4 (used) is going to get that messed up. Feels like a ton of people are putting up their RAM for sale right now. At the same time there are so, so many people with hardware dusting down at home. I think prices those prices just go to a reasonable value or even lower real fast.

DD5 (used) is going to be more of a moneymaker, but people are prob going to slow down spending, and actual enthusiasts is probably just going to temporarily degrade.
>>
>>107488615
The big 3 were scaling back production aiming at a number 2. Then the OpenAI deal becomes public and everyone went wild, thinking every rival had their own deal in the works so bought all the allocation they could at far higher cost to mitigate any potential shortages even if they have excess.

The OpenAI deal was blatantly to deny memory to their competitors, so this scenario of increasing their rivals costs exponentially is exactly their play. We consumers literally don't matter to them in this equation.

The RAM companies never planned for 32gb to be $1500 or something, they were aiming at more of a 20-30% increase to say $300-400 for 32gb
>>
File: images.jpg (8 KB, 260x280)
8 KB
8 KB JPG
Corona is back
>>
>>107500787
Vegas were $150 in 2020, $800 in 2021 hysteria, $50 now. Prices did come down.
The ram crisis happened 7 years ago too, I don't know why people forgot about it.
>>
>>107488609
means devs have to actually optimize their work instead of releasing slop
>>
>>107481821
It will flex back down, if the whales don't bite and inventory builds up and collects dust (This is what was happening throughout most of 2025).
This didn't make shareholders of memory vendors happy at all. This is why they have a massive orgasm when ML/AI companies did massive bids for future DRAM production and Windows 10 had a sunset. This cause a spike of demand and they are cashing on it.
>>107481907
Nah, stuff wasn't that "cheap". It is nothing compared to prices back in the late 2000s. Memory vendors gambled on Vista triggering a massive surge of upgrades and produce a crap ton of DDR2. This didn't plan out and the market was flooded that DDR2 that sold for $20-80 for 1GiB-2GiB UDIMMs. Memory vendors were losing their shirts over it.
>>
>>107500787
If you’re dumb enough to call it “the coof” safe to say you really shouldn’t share your opinion on anything because you lack the mental capacity for it.
>>
>>107501951
Correct, memory vendors never planned on ML/AI companies making massive bids in 2025. It came to them as very welcomed surprised. They see how Nvidia is making big $$$$ off government teats via contracts by selling the "shovels". They figured they could do the same for their stuff and switch production over to RDIMM, LRDIMMS and HBM. Constraining the UDIMM production. You also
They only had expect a spike from Windows 10 sunset via F1000 customers. I'm surprised people are overlooking this. This is a contributing factor.
>>
>>107502011
lol
>>
>>107486722
well then you don't understand capitalism then, prices do go down under capitalism. When the government prints money and relies on debt as money and subsidizes finance, and privatizes profits while socializing losses, prices will go up.
>>
>>107485197
Fucking this.
I always believed Elysiim scenario is the most probable with top 1% exchanging goods for billions and bottom 99% having no assets nor marketable skills to offer



[Advertise on 4chan]

Delete Post: [File Only] Style:
[Disable Mobile View / Use Desktop Site]

[Enable Mobile View / Use Mobile Site]

All trademarks and copyrights on this page are owned by their respective parties. Images uploaded are the responsibility of the Poster. Comments are owned by the Poster.