Their competitors have already sold out their entire 2027 production.
Plenty of which will inevitably turn up on the secondary market.
The money they make selling RAM to private consumers is not even 1 promille of their revenue.
The RAM they sell to home-labbers and hobbyists, sure. The RAM they’re selling to Dell and Lenovo and Apple? A significantly higher chunk of their revenues. But that’s a side issue. These kinds of RAM sticks are largerly fungible.
The new high end AI datacenters are building out specialty hardware that isn’t PC compatible. And the real worry is that these firms migrate over to the AI datacenter designs in a way that causes a semi-permanent shortage on the independent PC side.
Plenty of which will inevitably turn up on the secondary market.
The RAM they sell to home-labbers and hobbyists, sure. The RAM they’re selling to Dell and Lenovo and Apple? A significantly higher chunk of their revenues. But that’s a side issue. These kinds of RAM sticks are largerly fungible.
The new high end AI datacenters are building out specialty hardware that isn’t PC compatible. And the real worry is that these firms migrate over to the AI datacenter designs in a way that causes a semi-permanent shortage on the independent PC side.