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Is the RAM shortage killing small VPS hosts?

fourplex.net

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Re: Is the RAM shortage killing small VPS hosts?

#161

Earlier quoted context omitted.

I don't think so, Lutnick just made sure the US wouldn't need to import DRAM with his newest threats.

Wow. They are 100% tariffing all RAM. RAM is not made in the USA. This destroys all the AI companies, and more.

> RAM is not made in the USA

Micron Fab 6 currently makes about 2% of global memory production in Virginia.

The plant is currently being expanded and upgraded to Micron's 1a node.

Re: Is the RAM shortage killing small VPS hosts?

#162

I dunno if DSL-based ISPs were going to last in the US. I mean, in a big country the range limits of DSL make it hard to compete with cable. I get 20Mbps at my location with fiber-to-the-node, but people a few miles down the road get 10x that speed with Time Warner cable for the same price. In some place like the Netherlands or South Korea it might be different, but not here.

DSL is infinitely faster than a nonexistent cable wiring that will never be financially viable to provide.

Re: Is the RAM shortage killing small VPS hosts?

#164

I dunno if DSL-based ISPs were going to last in the US. I mean, in a big country the range limits of DSL make it hard to compete with cable. I get 20Mbps at my location with fiber-to-the-node, but people a few miles down the road get 10x that speed with Time Warner cable for the same price. In some place like the Netherlands or South Korea it might be different, but not here.

DSL is infinitely faster than a nonexistent cable wiring that will never be financially viable to provide.

These companies were already paid to wire up the US with fiber using taxpayer dollars.

Re: Is the RAM shortage killing small VPS hosts?

#165

Earlier quoted context omitted.

Some, but those are usually much more expensive to make up for the legal risk because half of their customers are doing something illegal.

Illegal according to whom? The servers are usually located in places where things such as sharing music, copyrighted or not under U.S. law, is not illegal.

Providers who go out of their way to avoid KYC tend to attract the types of customers who do things that are illegal in any country.

Not all of the people who want to avoid KYC are doing something illegal ... but all of the people who are doing something illegal are looking for a no-KYC provider.

Re: Is the RAM shortage killing small VPS hosts?

#167

Earlier quoted context omitted.

DSL is infinitely faster than a nonexistent cable wiring that will never be financially viable to provide.

These companies were already paid to wire up the US with fiber using taxpayer dollars.

and they took the money and didn't do it and didn't get prosecuted

Re: Is the RAM shortage killing small VPS hosts?

#168

Earlier quoted context omitted.

These companies were already paid to wire up the US with fiber using taxpayer dollars.

and they took the money and didn't do it and didn't get prosecuted

Exactly. Points out how "will never be financially viable to provide" is a completely BS argument in this context.

Re: Is the RAM shortage killing small VPS hosts?

#169

Earlier quoted context omitted.

They will grow exponentially and catch the western market unawares in 10-15 years with a sudden flood of cheap, effective chips. Just like everything else China makes. Electric vehicles for example.

The problem is that the chances of the bursting of AI bubble seem far more likely than this happening first which you say about 10-15 years. plus, the ram manufacturer cycle moves and does this all the time. Atrioc does a really good job explaining these cycles[0] But the point is that AI demand peaked when the supply was at its lowest which is why we are caught up in this messed up timeline that we live in. And this…

The thing is, even if the market bursts, prices are already inflated. RAM manufacturers know that everything 5xed and they aren't likely going to rush out and drop the price levels to pre-expansion. Once the AI market bursts, you can expect slow and methodical decreases in price (if any).

And that will ultimately buy China a lot of time to shove their ram into the market cutting ram manufacturers out of most non-US markets.

I think the major memory manufacturers are simply banking on their ability to flood the market if worst comes to worse. That or I could see some standards trickery around DDR6 (or some new BS standard). It'd not shock me if they coordinated with AMD/Intel to keep the standard secret as long as possible simply give themselves a lead in production.

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