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RAM now represents 35 percent of bill of materials for HP PCs

arstechnica.com

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Re: RAM now represents 35 percent of bill of materials for HP PCs

#41

Post by Infiniti20 »

rafaelmn wrote: post #15
locusofself wrote: post #2

Jeez. I'm glad I "splurged" for the 24gb RAM in my macbook air. Should last me a few more years..

The joke is that Apple RAM pricing is now close to market level, they still have margin in there even at market prices, and they are notorious for supply chain management and locking in contracts/prices ahead of time. So doubt Apple will change anything here short term. On the flip side if you're buying a new computer in 2026 - it's going to be even harder to justify not getting a MacBook, the chips are already 2 yea…

2 years ahead?

Re: RAM now represents 35 percent of bill of materials for HP PCs

#42

Post by elromulous »

Infiniti20 wrote: post #36
haxtormoogle wrote: post #33

Isn't there a full wafer ai chip mainframe for data centers now that blows anything needing ram out of the water? I don't understand the ram shortage exists companies have surpassed nvidia.

How come there’s ASICs for mining but not AI? Seems like there would be almost unlimited demand

There are asics for ai. They're called gpus / tpus.

Re: RAM now represents 35 percent of bill of materials for HP PCs

#43

Post by mook »

Infiniti20 wrote: post #36
haxtormoogle wrote: post #33

Isn't there a full wafer ai chip mainframe for data centers now that blows anything needing ram out of the water? I don't understand the ram shortage exists companies have surpassed nvidia.

How come there’s ASICs for mining but not AI? Seems like there would be almost unlimited demand

Weren't the Google TPU stuff that already? Wikipedia says that's from a decade ago.

Re: RAM now represents 35 percent of bill of materials for HP PCs

#46

Post by Cyph0n »

blackoil wrote: post #24

Maybe this RAMmageddon will trigger a wave of optimized softwares that don't need GBs of memory for anything and everything.

Or you won’t need RAM because everything will be hosted in the cloud and used via browser or just desktop streaming :)

Re: RAM now represents 35 percent of bill of materials for HP PCs

#47

Post by tcoff91 »

Infiniti20 wrote: post #36
haxtormoogle wrote: post #33

Isn't there a full wafer ai chip mainframe for data centers now that blows anything needing ram out of the water? I don't understand the ram shortage exists companies have surpassed nvidia.

How come there’s ASICs for mining but not AI? Seems like there would be almost unlimited demand

There is. It does 16k tokens per second. https://chatjimmy.ai/

Re: RAM now represents 35 percent of bill of materials for HP PCs

#48

Post by kcb »

Infiniti20 wrote: post #36
haxtormoogle wrote: post #33

Isn't there a full wafer ai chip mainframe for data centers now that blows anything needing ram out of the water? I don't understand the ram shortage exists companies have surpassed nvidia.

How come there’s ASICs for mining but not AI? Seems like there would be almost unlimited demand

Mining is all compute and no IO. Training particularly is heavy compute and insane IO.

Re: RAM now represents 35 percent of bill of materials for HP PCs

#50

Post by travisgriggs »

I had my formative years in programming when memory usage was something you still worried about as a programmer. And then memory expanded so much that all kinds of “optimal” patterns for programming just become nearly irrelevant. Will we start to actually consider this in software solutions again as a result?
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