Earlier quoted context omitted.
> They don't "have them", they're building them. According to wikipedia Micron Fab 6 in Virginia started production in 1997 and is still operating
> "in any meaningful capacity" Building a factory is one thing, they can have 50 of them built, but that doesn't mean much if all 50 together amount to like 0.1% of the company's output. Once those factories scale up to 1-2%, then we can start considering that they've actually built a domestic supply, but that's a whole different goal than simply building the factories. Building factories is trivial. Making them outp…
Hetzner Prices increase 30-40%
481–490 of 662 posts
Re: Hetzner Prices increase 30-40%
#482I wonder how many of Hetzner's customers are like me. I hope DRAM doesn't kill off cheap VPS providers like this one.
Re: Hetzner Prices increase 30-40%
#483Earlier quoted context omitted.
Market is fixing it. Memory makers prioritized HBM and enterprise NAND, some, like Crucial, went out of consumer business entirely. At the same time, the rational market is behaving rationally - they're not increasing production because they're fearing AI bubble could burst, leaving them with oversupply and expensive factories. The market, apart from AI market, is behaving exactly as it's designed and as it should. B…
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Re: Hetzner Prices increase 30-40%
#484Earlier quoted context omitted.
Where are these unregulated markets? Are you trading with your neighbor? If so, good, the more of that the better.
An example of unregulated market is where I come to your house and put a gun to your head and in exchange for not pulling the trigger you give me your various items of value. That's one form of trading with your neighbor.
Edit: upvoted because it's true
Re: Hetzner Prices increase 30-40%
#485They're using Arbor, they were cheap for that exact reason. Now that people don't care about Anti DDoS - this happens. In the past everyone was leaving Hetzner for the OVH/Voxility due to terrible latency and nonexistent protection.
Could I prod why that is? I'm dealing with a ovh server and using their anti-ddos detection for an issue currently so this topic I'd like to learn about.
Re: Hetzner Prices increase 30-40%
#486Earlier quoted context omitted.
Where are these unregulated markets? Are you trading with your neighbor? If so, good, the more of that the better.
An example of unregulated market is where I come to your house and put a gun to your head and in exchange for not pulling the trigger you give me your various items of value. That's one form of trading with your neighbor.
Re: Hetzner Prices increase 30-40%
#487Silver lining: can you imagine how dirt cheap RAM will be after that bubble has popped? Oh my...
RAM producers aren't adding more capacity on the non-HBM side of things, so we shouldn't see a dramatic drop in pricing if AI HBM memory demand drops.
Re: Hetzner Prices increase 30-40%
#488Earlier quoted context omitted.
Yes. In fact that's not just normal, that's very frequent in market.
Please provide historical examples.
CVS Caremark, Express Scripts, and OptumRx manage over 80% of all prescriptions in the U.S
Amazon buys 50% of all books.
These examples are even more extreme than at least 3 major clouds present in the US buying hardware.
Re: Hetzner Prices increase 30-40%
#489Silver lining: can you imagine how dirt cheap RAM will be after that bubble has popped? Oh my...
It won't. Demand is being pushed forward. That means that longer this situation take longer it will take for prices to recover to same levels.