What do you think, when will the ram prices come back down again? Years, months?
1GB Raspberry Pi 5, and memory-driven price rises
91–100 of 124 posts
Re: 1GB Raspberry Pi 5, and memory-driven price rises
#92Earlier quoted context omitted.
> Apparently OpenAI locked down 40% of the global DRAM supply for their Stargate project That sounds like a lot, and almost unbelievable, but the scales of all of this kind of sits in that space, so what do I know. Nonetheless, where are you getting this specific number and story from? I've seen it echoed before, but no one been able to trace it to any sort of reliable source that doesn't boil down to "secret insider…
Samsung directly announced that OpenAI expects to procure up to 900,000 DRAM wafers every month. That number being 40% of global supply comes from third party analysis, but the market is going to notice nearly a million wafers being diverted each month however you slice it. That's a shitload of silicon. https://news.samsung.com/samsung-and-openai-announce-strateg... https://www.tomshardware.com/pc-components/dram/ope…
> Samsung directly announced that OpenAI expects to procure up to 900,000 DRAM wafers every month
The article says: "OpenAI’s memory demand projected to reach up to 900,000 DRAM wafers per month", but not by when, or what current demand is. If this is based on OpenAI's >$1T of announced capex over the next 5 years, its not clear that money will ever actually materialize.
Re: 1GB Raspberry Pi 5, and memory-driven price rises
#93[deleted]
Re: 1GB Raspberry Pi 5, and memory-driven price rises
#94Earlier quoted context omitted.
I dont even get this trend, wouldnt OpenAI be buying ECC RAM only anyway? Who in their right mind runs this much infrastructure on NON ECC RAM??? Makes no sense to me. Same with GPUs they aren't buying your 5090s. Peoples perception is wild to me.
ECC RAMs utility is overblown. Major companies often use off-the-shelves non enterprise parts for huge server installations, including regular RAM. The rare bit flipping is hardly a major concern at their scale, and for their specific purposes.
Most server CPUs require RDIMMs, and while non-ECC RDIMMs exist, they are not a high-volume product and are intended for workstations rather than servers. The used parts market would look very different if there were lots of large-scale server deployments using non-ECC memory modules.
Re: 1GB Raspberry Pi 5, and memory-driven price rises
#95Starting to hate OpenAI. Them and their Trillion Dollar deals with data centers and gpu manufacturers
Starting to? Brother where hast thou been?
Re: 1GB Raspberry Pi 5, and memory-driven price rises
#96Earlier quoted context omitted.
Firstly, this is not due to inflation. The price increase is explicitly (per the article even) due to increased market demand that is causing raised prices. Secondly, Computing has always been subject to inflation. It cannot escape inflation. You may not notice it , perhaps due to the increase in performance but the cost of parts definitely has risen in the same tiers if you look over a long enough period to avoid pr…
Inflation simply refers to the rate at which prices are increasing. It's agnostic as to the origin ( any single/combo of demand increase, supply shortage, money printing, price fixing, etc).
Only if you phrase it devoid of any context.
And if the definition was that loose to begin with, then the original comment is even more incorrect since there have been multiple rounds of demand/scarcity led pricing increases.
Re: 1GB Raspberry Pi 5, and memory-driven price rises
#97What surprises me the most is the 1GB option is even viable though I can imagine this will be for IoT users who shove Pi's into things doing embedded stuff where a kernel with a few user space things along with maybe a container are doing all the work.
Well to be honest, I'm doing just fine with my 1 GB Pi3B home server. Sure, another gigabyte wouldn't hurt, but I'm able to run influxd, zigbee2mqtt, telegraf, grafana, homeassistant (containerized), mpd and navidrome on it without issues.
Re: 1GB Raspberry Pi 5, and memory-driven price rises
#98It’s sad to see the one area of life that has long resisted inflation (computing) now succumb to inflationary forces. Other than emergency situations such as COVID-19, I’m used to seeing prices going down over time for computers and their components. It’s one of the rare bright spots when everything else is escalating in price, and now that’s disappearing.
Firstly, this is not due to inflation. The price increase is explicitly (per the article even) due to increased market demand that is causing raised prices. Secondly, Computing has always been subject to inflation. It cannot escape inflation. You may not notice it , perhaps due to the increase in performance but the cost of parts definitely has risen in the same tiers if you look over a long enough period to avoid pr…
> the cost of parts definitely has risen in the same tiers if you look over a long enough period
This is especially apparent if you’re a hardware manufacturer and have to buy the same components periodically, since the performance increase that consumers see doesn’t appear.
Re: 1GB Raspberry Pi 5, and memory-driven price rises
#99Earlier quoted context omitted.
Firstly, this is not due to inflation. The price increase is explicitly (per the article even) due to increased market demand that is causing raised prices. Secondly, Computing has always been subject to inflation. It cannot escape inflation. You may not notice it , perhaps due to the increase in performance but the cost of parts definitely has risen in the same tiers if you look over a long enough period to avoid pr…
Inflation simply refers to the rate at which prices are increasing. It's agnostic as to the origin ( any single/combo of demand increase, supply shortage, money printing, price fixing, etc).
Inflation isn’t just "prices increasing". It’s the sustained, broad-based rise in the overall price level. Your comment treats any price increase as inflation, but economists draw a pretty clear line here: a relative price change (say, eggs getting more expensive because of a supply shock) isn’t the same thing as inflation. You can have sector-specific increases (as in this case, with RAM) that are independent of changes in the general price level.