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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

#121

Post by wat10000 »

makeitdouble wrote: post #113
themafia wrote: post #106

Earlier quoted context omitted.

> There's too much group-think in the executive class. I think this is actually the long tail of "too big to fail." It's not that they're all thinking the same way, it's that they're all no longer hedging their bets. > we have made the rewards too extreme and too narrowly distributed We give the military far too much money in the USA.

> We give the military far too much money in the USA. ~ themafia, 2025 (sorry) On a more serious note the military is sure a money burning machine, but IMHO it's only government spending, when most of the money in the US is deliberately private. The fintech sector could be a bigger representation of a money vacuuming system benefiting statistically nobody ?

It's around 3.4% GDP. That puts us in the top 10% or so worldwide, but it's not ridiculously high. It's on a similar level as countries such as Morocco and Colombia, which aren't known for excessive military spending. It's still kind of high for a country with no nearby enemies, but for the most part, US military spending is large because the US economy is large.

Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening

#122

Post by steve_b »

Hikikomori wrote: post #90
Terr_ wrote: post #47

Earlier quoted context omitted.

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.

Companies would then outsource their low-paying jobs to other companies.

Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening

#123

Post by wingmanjd »

At $DAYJOB, we have had confirmed and paid for orders be cancelled within the last week due to price hikes. One DDR5 server configuration went from ~$13k to near $25k USD in a matter of days.

We also were looking for DDR4 memory for some older machines and that has shot up 2x as well.

Hate this AI timeline.

Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening

#124

Post by NegativeK »

ekropotin wrote: post #77

Just when I start seriously getting into homelabbing

Now you can pretend you're an enterprise IT environment with arbitrary and ridiculous purchasing constraints!

But for real, that sucks. The alternatives -- much older, used RAM -- may not be very attractive, depending on what you're doing.

Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening

#125

Post by jordanb »

CamperBob2 wrote: post #120
adgjlsfhk1 wrote: post #111

Earlier quoted context omitted.

IMO Khan was by far the best we've had in at least 2 decades. Her FCC even got a judge to rule to break up Google! The biggest downside Khan had was being attached to a 1 term president. There's just not that many court cases against trillion dollar companies you can take from investigation to winning the appeal on in 4 years

All true, and I'm not making a value statement about whether her influence was good or bad. However, Khan only threatened the oligarchs' companies, while Harris point-blank threatened their fortunes. Don't pick a fight with people who buy ink by the barrel and bandwidth by the exabyte-second. Or at least, don't do it a month before an election.

The oligarchs hated Kahn with the intensity of a thousand burning suns. If you listened to All In all they were doing is ranting about her and Gary Gensler.

That being said, Kamala's refusal to run on Kahn's record definitely helped cost her the election. She thought she could play footsie with Wall Street and SV by backchanneling that she would fire Kahn, so she felt like she couldn't say anything good about Kahn without upsetting the oligarchs, but what she was doing was really popular.

Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening

#126

Post by Loughla »

torben-friis wrote: post #82
epistasis wrote: post #8

Earlier quoted context omitted.

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 p…

The out of touch leader is a trope that I'm willing to bet has existed as long as we've had leaders.

I remember first hearing the phrase "yes man" in relation to a human ass kisser my dad worked with in like 1988.

It's very easy to unknowingly surround yourself with syncophants and hangers on when you literally have more money than some countries. This is true now and has been true forever. I'm not sure they're more out of touch, as much as we're way more aware?

Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening

#127

Post by themafia »

wat10000 wrote: post #121
makeitdouble wrote: post #113

Earlier quoted context omitted.

> We give the military far too much money in the USA. ~ themafia, 2025 (sorry) On a more serious note the military is sure a money burning machine, but IMHO it's only government spending, when most of the money in the US is deliberately private. The fintech sector could be a bigger representation of a money vacuuming system benefiting statistically nobody ?

It's around 3.4% GDP. That puts us in the top 10% or so worldwide, but it's not ridiculously high. It's on a similar level as countries such as Morocco and Colombia, which aren't known for excessive military spending. It's still kind of high for a country with no nearby enemies, but for the most part, US military spending is large because the US economy is large.

It's around 16% of the total federal budget. To be fair about 1/3 of "military spending" is actually Salaries, Medical, Housing and GI/Retirement costs.

It's also the case that none of the CIA, NSA or DHS budgets show up under the military, even though they're performing some of the same functions that would be handled by militaries in other countries.

We also have "black appropriations." So the total of the spending on surveillance and kinetic operations is often unknowable. Add to this the fact the Pentagon has never successfully performed an audit and I think people are right to be suspicious of the topline "fraction of GDP" number.

Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening

#128

Post by est31 »

epistasis wrote: post #8
mrsilencedogood wrote: post #3

All 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…

Centralized planning is needed in any civilization. You need some mechanism to decide where to put resources, whether it's to organize the annual school's excursion or to construct the national highway system.

But yeah in the end companies behave in trends, if some companies do it then the other companies have to do it too, even if this makes things less efficient or is even hurtful. We can put that onto the human factor, but I think even if we replaced all CEOs with AIs, those AIs would all see the same information and make similar decisions on those information.

There is pascal's wager arguments to be had: for each individual company, the punishment of not playing the AI game and missing out on something big is bigger than the punishment of wasting resources by allocating them towards AI efforts plus annoying customers with AI features they don't want or need.

> Right now are living through a new gilded age with a few barons running things, because we have made the rewards too extreme and too narrowly distributed.

The usa has rid itself multiple times of its barons. There is mechanisms in place, but I am not sure that people really are going to exercise those means any time soon. If this AI stuff is successful in the real world as well, then increasing amounts of power will shift away from the people to the people controlling the AI, with all the consequences this has.

Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening

#129

Post by someguyiguess »

gruez wrote: post #95
epistasis wrote: post #8

Earlier quoted context omitted.

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…

>It is a weird form of centralized planning [...] It's a form of "centralized planning", except it's not centralized at all.

And there’s no planning

Re: Samsung's 60% DRAM price hike signals a new phase of global memory tightening

#130

Post by nirav72 »

themafia wrote: post #127
wat10000 wrote: post #121

Earlier quoted context omitted.

It's around 3.4% GDP. That puts us in the top 10% or so worldwide, but it's not ridiculously high. It's on a similar level as countries such as Morocco and Colombia, which aren't known for excessive military spending. It's still kind of high for a country with no nearby enemies, but for the most part, US military spending is large because the US economy is large.

It's around 16% of the total federal budget. To be fair about 1/3 of "military spending" is actually Salaries, Medical, Housing and GI/Retirement costs. It's also the case that none of the CIA, NSA or DHS budgets show up under the military, even though they're performing some of the same functions that would be handled by militaries in other countries. We also have "black appropriations." So the total of the spending…

Just want to point out that the NSA is part of the DoD. (Or DoW now)
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