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2027 memory capacity is reportedly sold out

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Re: 2027 memory capacity is reportedly sold out

#11

Post by AussieWog93 »

actionfromafar wrote: post #3
PeterStuer wrote: post #2

Isn't scalping illegal in some countries?

Isn't scalping a term used for tickets? Also, these companies supposedly intend to actually use the RAM they ordered, not reselling at some inflated price. It's all fair game IMHO, except the elephant in the room which is that the AI company bubble might pop.

I don't see the AI bubble popping any time soon (as in, not in terms of physical datacenter buildout - stock prices could fall). Even if progress hits a brick wall, we still have multiple years of just expanding out the models we have to more people in more industries.

Re: 2027 memory capacity is reportedly sold out

#14

Post by pjc50 »

WithinReason wrote: post #9

This hopefully helps mitigate the risk of putting more production capacity in place, which the Big 3 were not willing to do so far.

At this size, I think we have to start worrying about a 2008-type default risk. AI companies will have ordered all the RAM and paid some kind of deposit for that, but actually taking delivery and paying for it is still in the future and the sums of capital involved are extremely large.

Re: 2027 memory capacity is reportedly sold out

#15

Post by nixon_why69 »

pjc50 wrote: post #14
WithinReason wrote: post #9

This hopefully helps mitigate the risk of putting more production capacity in place, which the Big 3 were not willing to do so far.

At this size, I think we have to start worrying about a 2008-type default risk. AI companies will have ordered all the RAM and paid some kind of deposit for that, but actually taking delivery and paying for it is still in the future and the sums of capital involved are extremely large.

Also there is a ton of debt flying around, its not just equities hurting VC funds, real banks are facing risks now.

Re: 2027 memory capacity is reportedly sold out

#20

Post by inigyou »

pjc50 wrote: post #14
WithinReason wrote: post #9

This hopefully helps mitigate the risk of putting more production capacity in place, which the Big 3 were not willing to do so far.

At this size, I think we have to start worrying about a 2008-type default risk. AI companies will have ordered all the RAM and paid some kind of deposit for that, but actually taking delivery and paying for it is still in the future and the sums of capital involved are extremely large.

That's the reason RAM companies aren't expanding. Worst case, they can sell their normal production to gamers.
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