Wait bros... We won.
Micron's stock price is also down almost $100.
>>108496262This doesn't make sense at all if that's the reason, isn't it then better to buy more ram as it gives a reason to scale more, no?
Is this really an actual market trend, or is it just due to the fact that retailers can't sell RAM and anything else with flash chips at fuck you prices?
There are lot of retards in this world. OP is one of them.
>>108496292>>108496299It's because Open ai won't buy the 40% ram they promised
Emperor has no clothes moment. People are realizing it was mostly just price gouging all along. You can't consume RAM faster than you can build datacenters.
>just 250% overpriced instead of 300%wow
>>108496292I'm seeing on Youtube and Xitter that supposedly OpenAI backed out of their RAM deal, which would mean that 40% of the world's RAM production is no longer spoken for.I can't find a news article that says that from anyone though.
>>108496303go back to >>>/pol/, phoneposter
>>108496303WTF I didn't know Iran was THAT based.
>>108496271The others haven't moved, at least any more than the Iran war caused. Any particular reason to believe Micron is more exposed to the bubble than its competitors?
>>108496312The openai deal was bunk first and formost.It was "letters of intent" with no actual money changing hands and no guarantee openai would buy.This was the story from the beginning but interpreted as a done deal because openai had all the money in the world and the fabs have taken orders like these before based on simple agreements
>>108496303His death was not in vain.Thank you, Muslim Dumbledore.
>>108496344Micron shut down its consumer memory division specifically to only deal with enterprise customers after OpenAI promised to buy 40% of the world's RAM. They would have a harder time selling RAM to customers besides data centers now than they used to. OpenAI is less interested in doing themselves now.Here's an article about OpenAI reducing data center spending: https://finance.yahoo.com/sectors/technology/articles/openai-funding-fears-hit-memory-154500748.html
>>108496262I am waiting for the DDR3 prices to go down
>>108496262you know what's really crazy? now that i have turboquant i don't even NEED the ram anymore. get fucked micron.
>>1084962622643th reminder that turboquant only affects 10% of the model
>>108496448yeah but don't forget Sam isn't actually going to buy all that ram
Hey anon, I just got another 122 billion dollars and I'm going to need a lot more ram
>>108496484he only gets that money after reaching some performance threshold, otherwise that money goes the same way as Disney after Sora shut down
>>108496365Do you think Sam Altman is deliberately lying when he makes claims like that he's going to buy 40% of the world's RAM supply or do you think he genuinely believes it when he says it?I can't decide which is more likely and I could see it either way.
>>108496532Anon, we were the ones who rugged Disney. They wanted to use sora. But it's like 1 billion dollars. I have an extra one hundred and twenty two of those now.
>>108496540if he was going to buy it, he was never going to use it fullyIn retrospect I'm not quite sure of the logistics of this "deal" where it ever real to begin with.Usually when companies make an allocation for RAM it's an allocation for their associated partners instead. Google will allocate RAM but the RAM is actually going to someone like Quanta or Foxconn where the actual servers are manufactured.OpenAI will have partners for the same thing, but the question is who? and can that company actually take that much RAM and make it useful. Is there even enough Nvidia GPUs to pair with if all this memory is HBM?Either way the market took it as a hard gospel this deal was 100% done and real with ZERO beliefs the other way.
>>108496557you never had that billion to begin with and you dont have that 122 now sammy boidon't worry though, NVIDIA is a healthy company and I'm sure they'll pull through with THEIR 100bn investment.............
>>108496540I think he wanted to drive up the price for others.
OH it's April 1stYou almost got me
>>108496262the prices have yet to drop at my supplier.
>>108496303SEND DRONES YOUR ENERGY
>>108497037oh shid!
