Earlier quoted context omitted.
The DRAM market is cyclical. I don’t think anyone truly knows when, but it will happen. Fab capacity is being bought online; there’s just lead time. Noticeably greater intelligence is being achieved at the same number of parameters (see: Qwen3.8). I think the future will be bright, it might be a matter of time. And for tinkers, a used Epyc + DDR4 server can be great fun and epic value.
100%. We're probably on the cusp of over-capacity, a glut, cheap RAM, bankruptcies, and shortages.
[1] https://en.wikipedia.org/wiki/DRAM_industry_price_fixing
[2] https://moginlawllp.com/dram-antitrust-suit-ai-memory-supply...