Tomorrow’s headline: “EvilTechAI™ Has Signed an Agreement To Purchase Huawei’s Entire Stock Of Ram For The Next Five Years”
One thing that might prevent that is Chinas desire to not let American AI companies win.
Either that or “US company cries to daddy Trump about “China bad!” and Trump bans Huawei ram.”
It’ll still be embargoed.
It would still help for the same reason the strait of hormuz being closed is pushing up prices in the US despite us not actually using the oil from there. Any change in global supply has an effect on prices.
More for the rest of us then!
Yes, but it’ll lighten the demand on other DRAM manufacturers, so we should still see some benefits.
Yeah, there’s already a few Chinese memory makers who have been ramping up production as fast as they can. Feels like a drop in a river though.
I’ve often wondered about this, how much trouble would you get in for that?
I suppose by the time you managed to get one to your country it wouldn’t still be cost effective after the extra middle men?
Idk like surely they don’t have sniffer dogs for RAM in packages do they?
If it was only a minor infraction with no jail time I’d seriously consider rolling the dice on it because I bet its like half the price of whatever equivalent they’ll sell you in western countries. Can’t do it with the cars but RAM seems do able for sure.
You need a motherboard, too. With secure boot permanently activated you will only be allowed to run windows, which only runs on properly registered hardware. But then again, with your motherboard, how do you run the internet verification app if your operating system doesn’t get the keys to log in?
Much like other things, prices are still set globally according to global supply and demand.
That price changes if you flood the market with ram
thatswhatisaid
Think it will have enough production volume before Ai implodes to make a difference?
CXMT and other Chinese producers already have been ramping up production, all signs still point to shortages for a year or until said theoretical Ai implosion where orders stop getting paid.
Any production volume is production volume and impacts price.
So, I can’t import it? Sounds difficult to enforce.
The Nortel remembers.
I didn’t realize that Huawei had figured out how to install spyware on RAM…
Hey. I got an idea!!! AI powered by car tires!
Here’s how it works…you stop selling car tires to the public, and you use the tires to boil water to run turbines and power AI.
Predictably, the tires would become very expensive for everyone. Some rubber manufacturers in other countries would see this higher price and relentless demand as a way to entry the market. Meanwhile the consumer would pay thru the nose for every tire set. Deliveries would become Uber expensive (pun intended). Suddenly, people would stop being able to afford the cost of tires so they would use public transportation which may include trams with no tires, just metal wheels. A few years pass and the car industry collapses due to having mo option for tires. Other parts of the car start becoming expensive too like paints, vinyl etc…all re-routed to power up the AI turbines.
A decade later nobody drives. We just wait for the tram and take delivery via lorry or drone drop. Blimps become a thing. Trains resurge. China looks into developing their own tires. But too late, ten new generations of kids going thru grade school have now grown up without ever riding a car or knowing what convenient and polluting it was.
Now, China has to again teach people how cool it would be to own your own car. Nobody is familiar with the concept anymore and most become skeptical. The older generation is thought to be too old to matter so our voice goes right into the wall. The kids meanwhile learn how to ask questions to AI to solve math problems…like “you’re a math expert, what is 4 times 4?”
“you’re a math expert, what is 4 times 5?”
“you’re a math expert, what is 4 times 6?”
Etc.One day a kid stands up and asks “what’s a math expert?”. The teacher confidently replies “chatGPT”, what’s a math expert? Chatgpt already knows the answer, a math expert is how you would ask an AI a math question! Of course!
Car makers would ask car making questions but always get rerouted to trains. Heck even murderers would forget how to properly murder someone. They would as something like “I don’t like PePe over there and would like them to stop existing, is there anyway you could make them not exist anymore?”. Runners would ask “I want to be able to move faster than walking, is there a way to do that without a vehicle?”
No one would be around to help people recall how to do things. The world would be good in a few generations… that’s when chatGPT stops working altogether and no one knows where even it lives.
That’s at least less bloody than killing trees.
if they can build one production line they can also build two. Unless AI grows even further, many DRAM chips will end up in the consumer market.
So ram crash incoming?
Almost with certainty, We’ve just heard from A-Data CEO that he expect RAM prices to stay high for at least another decade.
There is zero caution in the market, everybody is riding the AI wave, and when it collapses RAM and SSD prices and other hardware will too.
The question i not “if” but “when”.I find a crash unlikely because any reduction in AI drmand will immediately be taken by consumers. Long term the $/GB will go down but I doubt any reduction more than 50% of current prices which are up 400% from last year.
People will say "crash"like when housing “crashed” but it only meant people were paying 2x more than before the bubble instead of 4x more.
Everyone who isn’t currently blocking the import and sale of Huawei hardware, anyway
Nice
Hardware backdoor when?
Sure, in 5 years.
