41–50 of 415 posts
AMD just brought the popular 5800X3D back out of retirement to give people maintaining the DDR4 based platforms something to buy. Last I checked used DDR4 was half the price of used DDR5 after the prices of both shot up.
The 5700X3D has been the smarter pick back then, it fits to the current latent user hostility of AMD to focus on the more expensive processor.
Can we just go back to pre-AI world?
This is textbook negative externalities, of the AI buildout on everyone who isn't using RAM/GPUs for AI, of the use of electricity and water on anyone who isn't using it for AI. The cynic in me thinks this will go down in history alongside asbestos, leaded gasoline/paint, and the opioid crisis.
Like clockwork, people naturally want to have their cake and to eat it too, so there will be the incessant complaining about the externalities. Half the people lack the brainpower to see the good and bad are intrinsically linked, and the other half just like complaining.
But at least for now, both halves aren't pulling back (in fact it's increasing), and money, not complaining, steers the ship.
My bet is that the prices will crash once OpenAI (and/or Antrophic) IPO's have happened. Right now the biggest threat to their IPO's is that people realize that local models are good enough for whatever they're peddling, what's the most important factor to even running good enough models? RAM since you want the models in memory to not be total slogs.
they are not. Unless you are satisfied with plausible, but mostly garbage output.
Earlier quoted context omitted.
A fab for high end memory costs $20B and 5 years to build. It will happen, but yeah it takes time and money
Sometime I wish China had capacity to manufacture RAM. They would build fab within 1 year..
AMD just brought the popular 5800X3D back out of retirement to give people maintaining the DDR4 based platforms something to buy. Last I checked used DDR4 was half the price of used DDR5 after the prices of both shot up.
Shame I have 2TiB of ECC DDR4 lying around :( Would be nice to be able to own property.
Price should send a signal to manufacturers to build more capacity. I wonder if they will though, it takes quite a bit of time, and it's not certain that the demand will continue to exist once built.
Government needs to get out of the way. Micron announced a memory fab in Syracuse in 2023. It took 3 years, 20,000 pages of "environmental review", deals with the government on amount of union contracts during building, etc. for them to break ground in 2026 for a 2030 opening date. In any reasonable world, a 2023 announcement should have broke ground in 2023.
Earlier quoted context omitted.
A fab for high end memory costs $20B and 5 years to build. It will happen, but yeah it takes time and money
Sometime I wish China had capacity to manufacture RAM. They would build fab within 1 year..
Price should send a signal to manufacturers to build more capacity. I wonder if they will though, it takes quite a bit of time, and it's not certain that the demand will continue to exist once built.
This is similar situation to housing market. Prices are going up and supply is being restricted by whatever means.
It will be a bit of Catch 22.
My bet is that the prices will crash once OpenAI (and/or Antrophic) IPO's have happened. Right now the biggest threat to their IPO's is that people realize that local models are good enough for whatever they're peddling, what's the most important factor to even running good enough models? RAM since you want the models in memory to not be total slogs.