121–130 of 228 posts
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This is the fault of manufacturers fixing supply, especially in the case of micron, one of only 3 memory chip manufacturers, deciding to flip the bird to the non-AI consumer market.
Is this the "fault" or is it just the result of rational economic actors?
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We’re contemplating jailing people for buying manufactured goods at the market price now?
As always, it's the intent that matters. For the sake of argument, what if Amazon decided tomorrow that they would secure exclusive contracts with all food suppliers and then hoard all the food to starve out the people they don't want to have it? Or at least, drive up the price of food so it becomes completely unaffordable? I know people can simply grow their own food so it's a bit different, but hopefully it gets th…
Small thing, but this is not simple or realistic at all. How does someone in an apartment grow enough food for their family?
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I think maybe long-term the effect of Korean companies no longer daring to reuse old machines to produce DDR4 because of US retribution is the bigger cause of that.
Repeating this weird claim won't make it true. DDR4 isn't going to come back into fashion, even during a DRAM shortage. Demand for DDR4 can't increase meaningfully when no current-generation processors can use it, and older-generation processors aren't seeing any increase in production or sales. DDR4 is not a substitute good for the RAM that's in short supply.
He's confused about the retribution thing. Korean manufacturers aren't afraid of US to restart DDR4 manufacturing. They don't want to restart it anyway. But I'm pretty sure I've recently read it somewhere credible that they'd normally sell their old machinery but now they can't because they're afraid China would be the eventual buyer (via proxies) and they'd be inadvertently in violation of US sanctions , so instead of selling they just locked down the old machinery to gather dust instead.
And about DDR4 not being relevant, even though DDR4 manufacturing stopped earlier this year and DDR4 prices have been slowly but steadily increasing long before this crisis, after the crisis DDR4 prices have also tripled just like DDR5 prices, even in the used market. So regardless of whether it's a real demand or panic response, the effect is still real on people wanting to upgrade their DDR4 systems. These people who probably just wants to update RAM in their systems in the hope that it'd help them delay their switch to DDR5 systems for a few years while bracing the impact. Had Chinese manufacturers continued to manufacture DDR4 at least this wouldn't be that bad for the existing system upgrades of DDR4 systems.
Altman should be jailed for this. Single-handedly crashing consumer spending in an entire sector of the economy. At the very least for the reason that that was supposed to happen _after_ they had the AI in hand to supplant majority white collar labor, not before.
We’re contemplating jailing people for buying manufactured goods at the market price now?
What we should really be asking is, why did we ever stop jailing wanton criminals like Scam Alt-Man?
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Did we live through the same pandemic? At least where I live, there was shortages for weeks, and scarce for months. There was a real manufacturing shift that had to happen in the transition from commercial toilet paper to residential, which is made by totally different machines. The problem was real. It’s just that someone, seeing that real problem, triggered a panic buy that resulted in cleared shelves and a misallo…
How much RAM should they be allowed to buy? Who should decide that?
And usually trade regulators would be the entity to start being concerned.
I assume you're on a quest to assert a "let a completely unregulated free market roar" position, but do recognize that global supply issues of critical components have negative market effects, especially when it'll have some impact on nearly every industry except perhaps lawn care.
I bought a couple of terabytes of RAM and now I feel like one of those crypto-whales haha. It's just sitting there in the corner. One was a lucky one, too, because I tried to negotiate a guy to sell me a system with less RAM but he wouldn't discount it much. Now it pays for most of the cost of the damn thing. These spikes do happen. I remember one for hard drives after a storm. The surprising thing for me is how chea…
You don't NEED to fill the 12 ram slots. My personal 1U has an Epyc 9124 and only 4 of the 12 ram slots filled. I figured, ram will only get cheaper with time so I can fill the remaining 8 slots in the future. Turns out I was wrong, but regardless, the server runs fine on 4 sticks.
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> In 6 months you'll be able to get memory chips and GPUs for nothing. I highly doubt that. Memory chip production takes years to scale up, which is partially a reason why the memory market (both RAM and solid-storage) is so susceptible to "pig cycles" - high prices incentivize new players to join the market (although less likely than decades ago, given just how much capital one needs and how complex the technology h…
You can play Counterstrike on a H100 if you really want to.
Of course, if one is inclined, I'd take a wild guess and say you could try something like Steam Remote, but I wouldn't bet on that actually working out. And even if you could get it working - per an analysis of German newspaper Heise, the bloody thing has less shader compute capacity than the iGPU of AMD's Ryzen CPUs [2]. 30.000€ - and it'll probably struggle running GTA 5.
[1] https://www.nvidia.com/content/dam/en-zz/Solutions/Data-Cent...
[2] https://www.heise.de/news/Nvidias-H100-kommt-im-deutschen-Re...
Altman should be jailed for this. Single-handedly crashing consumer spending in an entire sector of the economy. At the very least for the reason that that was supposed to happen _after_ they had the AI in hand to supplant majority white collar labor, not before.
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It’s wild how Bork’s fraudulent legal theories have been converted to into dogma within a generation.
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I'm pretty sure this clearly runs afoul of anticompetitive laws, no? Altman is intentionally sabotaging the global electronics supply chain using their existing market dominance to prevent competitors from being able to operate. And, tangentially, I really don't know what world you lived in. The US has arrested civil rights leaders and overthrown countries and went through an entire era of McCarthyism to get here: wh…
Serious question: should the principals of the RAM manufacturers be jailed?
I’m not a lawyer or a forensic accountant, but given how remarkably stable the RAM market was until SCAMA disrupted it, I’m inclined to think the answer to your question is a resounding “no.”
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Perhaps we can call this type of maneuver, "The Sam Altman": Your expensive business's mid-term outlook not looking so good? Why not use all that cash/credit to corner the market in some commodity in order to cripple your perceived competition?
He's not the first one though. The crypto miners used to do the same (I distinctly 'member first GPUs, then HDDs, then ordinary RAM being squoze by yet another new shitcoin in less than a year), and Uber plus the food delivery apps are a masterclass in how to destroy competition with seemingly infinite cash.