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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.
(PS: It is time to let ASML sell to CXMT.)
Game: Just buy up all the RAM...
All those devs who were saying "ram is cheap" BTFO.
That's tech... Moore Law was steadily going until raw CPU got stuck for a few years, switching from single core to multicore then heterogeneous cpus, all those requiring to rewrite software in a scalable manner and then consider newer schedulers switching between performance/efficiency cores and changing CPU freqs. Also, you have Meta and Google investing in simplified performant versions of their stack for developin…
Moore's law is alive and well.
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.
What we got in 2008 was central banks (eg Fed and ECB) willfully collapsing nominal GDP in their economies. Have a look at the dot-com bust or Black Monday for comparison.
All those devs who were saying "ram is cheap" BTFO.
Pretty sure those devs were saying the same thing way before 2017 as well, which seems to be ~ the last time RAM was this expensive.
Now RAM in the cloud, now you're really paying the Java premium.
Earlier quoted context omitted.
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.
Do deliver and they don't get paid because the buyer purchased with money that doesn't exist.
Lose-lose situation!