Its almost like governments can step in and limit the amount a single entity or company is allowed to buy, or make things cheaper/more expensive for certain customers via subsidy.
The US government has totally never done things like this to help turn a profit for oil execs.
They can, but they shouldn’t. The AI boom won’t last forever. The RAM, CPU, GPU manufacturers should get the maximum value now to increase manufacturing capacity. It will be needed later for other things.
For example, the crypto mining boom first caused shortages in the GPU market, but the following generation was a really good value. 3080s still sold out, but now it was to gamers. Without the crypto boom, the manufacturers wouldn’t have increased the capacity as much and fewer GPUs would been sold to gamers in the next generation
Like it or not, pricing is the most efficient way of distributing limited resources. Unless you want people in RAM lines
Well RAM lines is better than big tech just gobbling it all up on investments from my pension.
What? The stock market is doing great
S&P 500 up 9% YTD, 62% in the past 5 years
Its almost like governments can step in and limit the amount a single entity or company is allowed to buy, or make things cheaper/more expensive for certain customers via subsidy.
The US government has totally never done things like this to help turn a profit for oil execs.
They can, but they shouldn’t. The AI boom won’t last forever. The RAM, CPU, GPU manufacturers should get the maximum value now to increase manufacturing capacity. It will be needed later for other things.
For example, the crypto mining boom first caused shortages in the GPU market, but the following generation was a really good value. 3080s still sold out, but now it was to gamers. Without the crypto boom, the manufacturers wouldn’t have increased the capacity as much and fewer GPUs would been sold to gamers in the next generation
in a market with perfect information and equal competition to prevent a winner-takes-all situation
There are multiple chip and RAM manufacturers. They are all swamped with orders