Are they ACTUALLY secretly anticipating an incoming crash and don't want to hold the bag?
>>109563377You see, last time they saw a big spike in demand was when everybody was buying and building PCs during COVID. They scaled up production accordingly, and just as the new fabs were coming online, demand crashed, along with memory prices and by extension profits.During the AI boom, Micron literally said they wouldn't scale up production to prevent the same thing from happening again, because it's their duty as a publicly traded company to maximize profit and shareholder value. If OpenAI is willing to pre-order their entire production run for the next 5 years at a 10x markup just to prevent the competition from getting its hands on the hardware, that's fine by Micron (and Samsung, and Hynix, because those are the only ones producing memory chips), because it means massive profits for no additional investment.
>>109563377>Why don't they crank up memory production?even if the production was 50x what it is now the AI companies would buy all of that up too, don't you get it? the investor class has taken a huge shit on the consumer/working class. you will pay the premium or go without. welcome to capitalism. those with the capital always win
Why would they increase supply when they’re all making record profits squeezing all the goyim?
>>109563630>squeezing all the goyim?Aren't all the niggers making DRAM Korean? AND the fuckers buying it are Jewish. The goyim win, just keep using your DDR4 until this fad ends.
There's no shortage, they're just saying that so they can jack up the prices and nobody can or will do shit about it. The prices won't ever go back down either. Welcome to the new normal.
>>109563377>secretlyno, it's public information>anticipating an incoming crashyes, like it happened multiple times whtin the last 20 years.remember when a 1TB ssd was 30€? that was just 3 years ago, memory (of any sort) makers will never ever make the same mistakes again.> don't want to hold the bag?it takes years and billions to create a fab and it takes hours to turn it into dead asset.for once I agree with them, there is 0 reason to increase production beyond what was originaly planned years ago, current AI landscape is NOT sustainable, hardware and cloud companies are making money but their clients do not, many will go bankrupt and the future will be built on open source weights and datasets scrapped from the ruins of the current era of AI madness.
>>109563377Because memory has famously gone through many boom and bust cycles, it's incredibly risky for them.
>>109563787THE AI BUBBLE WILL POP ANY DAY NOWYou'll be saying the same shit in 5,10,15,20 years.
>>109563806do you even fucking know what a bubble is?it's nothing as spectacular as a toal collapse, it's JUST market consolidation as investors decide to stop investing in companies that do NOT make money, that's IT.openai and anthropic are surviving on circular economy, tax breaks, anti-competition practices and briberies, this is documented and public knowledge, glowies know this, these companies won't last, it does not fucking matter if retards like you don't believe it.google, meta and other will continue to sell their dogshit chatbot, this is NOT going away
>>109563787>the future will be built on open source weights and datasets scrapped from the ruins of the current era of AI madness.Or Anthropic/OpenAI stay put and become the next google.
>>109563860I aint reading that essay. I accept your concession.
Go do some reading about Google's new AI CEO, these people genuinely believe they're basically building the Machine God.
>>109563860>these companies won't lastIsn't it always the smaller companies that are most likely to get culled or absorbed? If you think the tech itself is more than a fad, why wouldn't the biggest players have the highest chance of surviving?
>>109563450That's borrowed money, though, they're never getting paid.
Where does this meme come from? Micron and Hynix are building out at a record pace and Samsung originally said they wouldn't increase production but are now building out too. Do you think building a semiconductor fab takes 30 days or something?
>>109564039So? Massive amounts of money is going straight into their pockets now because they can borrow against projected profits. Who cares if they don't get paid and go bankrupt, the government will just bail them out. Just like how Obama bailed out the banks instead of jailing them, whoever is in charge will spout BS about too big to fail and write them a fat welfare check. They get double the profits thus way too, all payed for by the middle class.
>>109563597In that case, they're actually saving the world economy by preventing runaway AI investment
>>109563787>remember when a 1TB ssd was 30€?I don't.
>>109569835you missed summer 2023
>>109563948>is more than a fadIt's not about it being a fad. It's about it not being profitable.If OpenAI and Anthropic can't make money, what do you think will happen?
>>109563377Why would they make consumer memory when they can make HBM and sell it for 100x as much? Are you retarded?
>>109566525>banks vs computer hardwarePlease don’t tell me you think these industries have similar importance. Obama bailing out banks saved the country, trump bailing out micron is just to save their own fortunes. They will say it’s for national defense but we know why they’re doing it.
>>109570874More like central Euros never get to see those prices while Burgers do
>>109572664skill issue
>>109563377i don't think you understand how big the AI industry is compared to normal people buying consumer grade components. making components for normal consumers at this point is basically welfare because they make so much more money by focusing on supplying AIfags
>>109572838They need to understand that if prices keep increasing at this pace people will SIMPLY not be able to afford the devices that let them use said AI faggotry. Then they can keep stuffing their AI bullshit up their poop chutes if they like but people won't be able to use that shit without devices being able to connect to that shit.
>>109574144they'll start selling cheaper AI terminals soon. pricing people out of the market is all according to plan
>>109572664as a european i did buy 64gb of ram for 130€ though. less than 2 years ago too lol
>>109574144>goy cattle are so slow they haven't caught on that this situation would be a bonus feature, not a buggrim
>>109574245you guys talk big but in the end take it in the butt like anyone else in the crab bucket
>>109572648Saving the poor tweeny lwittle banks was equal to getting the almost-dead horse medical aid so it can survive another decade of beatings.If he wasn't so corrupt and let the market handle itself we'd all be in a much better spot now.
>>109563377>>109563450 has good points, but i think a contributing factor is that we're roughly 30 years into the mass production and adoption of computers as everyday items for the masses, and the world population continues to climb past 8.3 billion in spite of doomerism. literally every mud hut in africa and asia has a phone, laptop, and internet access of varying quality.25 years ago, electronics were something just for nerds, big companies, and the rich in developed countries. i honestly think they're running out of rare earth elements to be making all of these chips and whatnot. not only is the tech market for consumers larger, but couple it with an economic bubble over a new kind of industry, there's no way they'd be able to keep up. if they tried, it would just increase consumption accordingly. these big tech companies just want to hoard as much RAM as possible, you cannot satiate them like you can a consumer who only wants one PC and a phone.
>>109563942Nta but bro it's 2 paragraphs
>>109563377Risky because it takes years and $billions to make a silicon fab, whether that churns out CPUs or memory, and you don't know that the customers are still going to be there when you've finished construction and have all your new staff trained in high-precision manufacturing.
>>109563377>why won't they fix the infinite profit glitch?it's a mystery anon
