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There Is a RAM Shortage

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11–16 of 16 posts

Re: There Is a RAM Shortage

#11

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.

[dead]

Re: There Is a RAM Shortage

#12

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.

Some of the spike is speculation, and the overshoot seems to be correcting itself now. But the deal that sparked it was a contract promising to buy future capacity, not just doing a big block order for a bunch of stock 'in case' (which isn't unusual: if you're a big buyer, you will almost certainly buy most things this way).

Re: There Is a RAM Shortage

#13
post #12

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.

Some of the spike is speculation, and the overshoot seems to be correcting itself now. But the deal that sparked it was a contract promising to buy future capacity , not just doing a big block order for a bunch of stock 'in case' (which isn't unusual: if you're a big buyer, you will almost certainly buy most things this way).

It seems like it wasn’t really a binding contract? At least the OpenAI one, some are saying it was more a letter of intent kind of thing?

Re: There Is a RAM Shortage

#14
post #12

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.

Some of the spike is speculation, and the overshoot seems to be correcting itself now. But the deal that sparked it was a contract promising to buy future capacity , not just doing a big block order for a bunch of stock 'in case' (which isn't unusual: if you're a big buyer, you will almost certainly buy most things this way).

Sounds like market manipulation to me... But I suppose that is not punished...

Re: There Is a RAM Shortage

#15
post #14
post #12

Earlier quoted context omitted.

Some of the spike is speculation, and the overshoot seems to be correcting itself now. But the deal that sparked it was a contract promising to buy future capacity , not just doing a big block order for a bunch of stock 'in case' (which isn't unusual: if you're a big buyer, you will almost certainly buy most things this way).

Sounds like market manipulation to me... But I suppose that is not punished...

That's because you're not paying attention to the wider world. Every inference provider has been maxed out for years now. Nvidia switched from mainly selling training servers to inference servers two years ago?

People complain about the llm's hallucination, but humans making up conspiracies to shore up their own ignorance is a much worse problem

Re: There Is a RAM Shortage

#16
Yet another reason why it needs to be socially unacceptable to be a billionaire. Their power and greed needs reining in and inequality is on the rise.

Billionaires should not exist.

If they didn't, would we be in this situation with an illegal war raging in the Middle East, and many other things?

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