We've been getting increasingly fucked for years on housing prices, healthcare, food, live entertainment, etc. Consumer electronics were one of the few areas that you could at least argue you were getting more value per dollar each year. GPU's have been a mess for awhile now but now it seems like it's just going to be everything.
Samsung's 60% DRAM price hike signals a new phase of global memory tightening
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Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening
#82All I can say is, - the insane frothing hype behind AI is showing me a new kind of market failure - where resources can be massively misallocated just because some small class of individuals THINK or HOPE it will result in massive returns. Even if it squeezes out every single other sector that happens to want to use SDRAM to do things OTHER than buffer memory before it's fed into a PCIE lane for a GPU. - I'm really R…
It is a weird form of centralized planning. Except there's no election to get on to the central committee, it's like in the Soviet era where you had to run in the right circles and have sway in them. There's too much group-think in the executive class. Too much forced adoption of AI, too much bandwagon hopping. The return-to-office fad is similar, a bunch of executives following the mandates of their board, all becau…
The funniest thing is that somehow the executive class is even more out of touch than they used to be.
At least before there was a certain common baseline derived from everyone watching the same news and reading the same press. Now they are just as enclosed in their thought bubbles as everyone else. It is entirely possible for a tech CEO to have a full company of tech workers despising the current plan and yet that person being constantly reinforced by linkedin and chatgpt.
Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening
#83Dann I sold my excess too soon
Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening
#84Thanks "Open""AI", Trump for making us pay for the "AI" infrastructure. In the original deal "Open""AI" claimed Samsung would scale up production:
https://openai.com/index/samsung-and-sk-join-stargate
The Samsung announcement contains no reference to scaling up production:
https://news.samsung.com/ca/samsung-and-openai-announce-stra...
Semiconductor companies have been bitten in the past by scaling up production into a bubble, so of course Samsung just raises prices. When you buy DRAM, remember that you are financing oligarchs and that Stargate has lied yet again.
Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening
#85All I can say is, - the insane frothing hype behind AI is showing me a new kind of market failure - where resources can be massively misallocated just because some small class of individuals THINK or HOPE it will result in massive returns. Even if it squeezes out every single other sector that happens to want to use SDRAM to do things OTHER than buffer memory before it's fed into a PCIE lane for a GPU. - I'm really R…
Going to be awesome tho when OpenAI et al fail because the market is going to be flooded with cheap parts.
Or not cause inflation, rising cost of living etc. People said the same about crypto GPUs but it never really happened in the end. Those cheap pre-LHR RTX cards never really entered the picture.
Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening
#86All I can say is, - the insane frothing hype behind AI is showing me a new kind of market failure - where resources can be massively misallocated just because some small class of individuals THINK or HOPE it will result in massive returns. Even if it squeezes out every single other sector that happens to want to use SDRAM to do things OTHER than buffer memory before it's fed into a PCIE lane for a GPU. - I'm really R…
> the insane frothing hype behind AI is showing me a new kind of market failure - where resources can be massively misallocated just because some small class of individuals THINK or HOPE it will result in massive returns.
This resonates deeply, especially to someone born in the USSR.
Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening
#87[deleted]
Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening
#88Earlier quoted context omitted.
Its a bit of a shame these AI GPUs don't actually have displayport/hdmi output ports because they would make for nice cheap and powerful gaming GPUs with a lot of VRAM, they would potentially be really good graphics cards. Will just have to settle for insanely cheap second hand DDR5 and NVMe drives I guess.
I wouldn't mind my own offline Gemini or ChatGPT 5. But even if the hardware and model were free, I don't know how I'd afford the electricity.
A single machine for personal inference on models of this size isn't going to idle at some point so high that electricity becomes a problem and for personal use it's not like it would be under load often and if for some reason you are able to keep it under heavy load presumably it's doing something valuable enough to easily justify the electricity.
Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening
#89All I can say is, - the insane frothing hype behind AI is showing me a new kind of market failure - where resources can be massively misallocated just because some small class of individuals THINK or HOPE it will result in massive returns. Even if it squeezes out every single other sector that happens to want to use SDRAM to do things OTHER than buffer memory before it's fed into a PCIE lane for a GPU. - I'm really R…
> the insane frothing hype behind AI is showing me a new kind of market failure - where resources can be massively misallocated just because some small class of individuals THINK or HOPE it will result in massive returns.
As someone who advocates that we only use capitalism as a tool in specific areas and try to move past it in other, I’ll defend it here to say that’s not really a market anymore when this happens.
Hyper concentration of wealth is going to lead to the same issues that command economies have where the low level capital allocations(buying shit) isn’t getting feedback from everyone involved and is just going off one asshole’s opinion
Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening
#90Earlier quoted context omitted.
I think a better solution is exponential tax on a company size. I.e. once a company starts to earn above, say, 1 billion, it will be taxed by income by ever increasing amount. Or put it another way, use taxes to break the power law and winner takes effect all into a Gaussian distribution of company sizes.
Is that revenue, or profit? If revenue, it'll slam certain kinds of high-volume low-profit businesses, and if it's profit then the company will just arrange to have big compensation "expenses" for executives. The latter would have to be backstopped by taxes on individual income.
Set limits so the top cant earn more than x times the lowest paid in the company then.