Memory Prices Indefinitely High: SK Hynix Says Shortage Continues Through 2030 We haven't been complaining about RAM prices quite as much on the podcast
Bullshit. Chinese RAM is ramping up to world scale levels. LLMs are reaching massive diminishing returns points, and open weights local AI setups that are near frontier level, and which can be run on consumer level hardware are already here, and getting very hardware efficient. The AI bubble burst is very close. Memory makers are pushing FOMO buying.
Yea, I wouldn’t be surprised if Samsung and SK Hynix would come to regret their deals with OpenAI once the Chinese have ramped up production and price them out of the market.
This. As with any technology, it will always improve. The American government helped the Chinese by barring the chips from them, meaning they had to program more efficient models.
Bullshit. Chinese RAM is ramping up to world scale levels. LLMs are reaching massive diminishing returns points, and open weights local AI setups that are near frontier level, and which can be run on consumer level hardware are already here, and getting very hardware efficient. The AI bubble burst is very close. Memory makers are pushing FOMO buying.
Yeah, but that news won’t make a boardroom happy.
Yea, I wouldn’t be surprised if Samsung and SK Hynix would come to regret their deals with OpenAI once the Chinese have ramped up production and price them out of the market.
This. As with any technology, it will always improve. The American government helped the Chinese by barring the chips from them, meaning they had to program more efficient models.