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There Is a RAM Shortage

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Re: There Is a RAM Shortage

#6
Do these companies that are buying up all the supply actually need all that RAM right now? Or are they buying it all up in anticipation of future need? If the latter, honestly this might be a case where some kind of regulation really ought to step in.

Re: There Is a RAM Shortage

#7

Do these companies that are buying up all the supply actually need all that RAM right now ? Or are they buying it all up in anticipation of future need? If the latter, honestly this might be a case where some kind of regulation really ought to step in.

Depends what you mean be 'need', but it is mostly going into powered on systems not being stockpiled.

Re: There Is a RAM Shortage

#8

Do these companies that are buying up all the supply actually need all that RAM right now ? Or are they buying it all up in anticipation of future need? If the latter, honestly this might be a case where some kind of regulation really ought to step in.

To the extent that most of this is going into AI and people are having their ChatGPT and Gemini requests throttled because of lack of capacity, they need it now.

AI is dramatically more compute- and memory-hungry than past computing models, so if that's what people are using, it's going to require a large build-out of computing capacity to support the requests that are being made right now.

Re: There Is a RAM Shortage

#9

Do these companies that are buying up all the supply actually need all that RAM right now ? Or are they buying it all up in anticipation of future need? If the latter, honestly this might be a case where some kind of regulation really ought to step in.

They're not directly buying up RAM sticks per se, but rather placing orders for say a GPU resulting in wafer capacity getting redirected

And since enterprise GPUs have enormous leads times right now yeah it is in anticipation of future needs

Re: There Is a RAM Shortage

#10
February 21st OP?

Some more recent impacts/discussions:

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

https://news.ycombinator.com/item?id=47161160

Apple's 512GB Mac Studio vanishes

https://news.ycombinator.com/item?id=47296302

First Western Digital, now Sony: The tech giant suspends SD card sales

https://news.ycombinator.com/item?id=47565075

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