Hacker News Board Hacker News, browsed like a classic message board
Live data from Hacker News

Average DRAM price in USD over last 18 months

pcpartpicker.com

Post reply on HN
Print view View original

181–190 of 423 posts

Re: Average DRAM price in USD over last 18 months

#181

Post by zarzavat »

sophrosyne42 wrote: post #173
vegabook wrote: post #143

Earlier quoted context omitted.

A case could be made though that it is OpenAI who is operating illegally, attempting to corner the market.

There is nothing suspicious or abnormal about this behavior. It is called competition. Ironically, trying to prevent this kind of behavior prevents competitiob, and is a key factor for causing monopolization

It depends... if OpenAI bought the DRAM in order to use it, then fair play to them.

If they bought the DRAM in order to stop their competitors from using it because they are falling behind, that's anticompetitive in spirit, though I'm not sure if it actually breaks any laws.

Re: Average DRAM price in USD over last 18 months

#182

Post by vegabook »

sophrosyne42 wrote: post #173
vegabook wrote: post #143

Earlier quoted context omitted.

A case could be made though that it is OpenAI who is operating illegally, attempting to corner the market.

There is nothing suspicious or abnormal about this behavior. It is called competition. Ironically, trying to prevent this kind of behavior prevents competitiob, and is a key factor for causing monopolization

Knowingly attempting to buy or sell in quantities likely to move markets, for direct profit, is called manipulation and is most definitely illegal. this is true in physical markets commodity markets and financial markets. Not saying that this is what openAI is doing but it definitely merits an investigation.

Re: Average DRAM price in USD over last 18 months

#183

Post by nebula8804 »

Aurornis wrote: post #128
neom wrote: post #65

Funny how many dot-com esq things are popping up. https://en.wikipedia.org/wiki/DRAM_price_fixing_scandal

The big news story this cycle is that OpenAI secured two large contracts with two separate DRAM companies at the same time, carefully timing the deals so that neither DRAM company knew about the deal with other. Had either company known about the true demand from OpenAI they would have charged a lot more, but each only saw about half. In other words, there was no collusion between the DRAM manufacturers. They were bo…

They are not going to repeat the Windows 8 debacle again are they? (Over producing in response to perceived demand only to not get the demand when they are ready to sell) Didn't that bankrupt some memory manufacturers?

Re: Average DRAM price in USD over last 18 months

#186

Post by AndrewDavis »

Aurornis wrote: post #128
neom wrote: post #65

Funny how many dot-com esq things are popping up. https://en.wikipedia.org/wiki/DRAM_price_fixing_scandal

The big news story this cycle is that OpenAI secured two large contracts with two separate DRAM companies at the same time, carefully timing the deals so that neither DRAM company knew about the deal with other. Had either company known about the true demand from OpenAI they would have charged a lot more, but each only saw about half. In other words, there was no collusion between the DRAM manufacturers. They were bo…

To those who haven't heard how colossal the size of OpenAIs contracts are.

900,000 wafers monthly. Tom's hardware estimates that is equal to 40% of global dram production capacity.

https://www.tomshardware.com/pc-components/dram/openais-star...

Re: Average DRAM price in USD over last 18 months

#187

Post by nebula8804 »

PeterStuer wrote: post #174
Aurornis wrote: post #128

Earlier quoted context omitted.

The big news story this cycle is that OpenAI secured two large contracts with two separate DRAM companies at the same time, carefully timing the deals so that neither DRAM company knew about the deal with other. Had either company known about the true demand from OpenAI they would have charged a lot more, but each only saw about half. In other words, there was no collusion between the DRAM manufacturers. They were bo…

You have to wonder whether they realy intend to use the ram, or they just spotted an opportunity to corner an essential market and choke/extort in resale.

Do they have the extra money to play games like that? I thought they were pulling back on ads because of the community reaction even though they wouldn't be introducing it now unless they needed it.

Re: Average DRAM price in USD over last 18 months

#188

Post by shevy-java »

jl6 wrote: post #184

How to get every tech enthusiast in the world to root for OpenAI to implode in order to release the RAM hostages.

Not only that - I think OpenAI and all those other AI blobs must pay compensation damage to The People for inflating the prices here and skyrocketing costs.

Re: Average DRAM price in USD over last 18 months

#189

Post by nebula8804 »

imtringued wrote: post #141
pmontra wrote: post #131

Earlier quoted context omitted.

And when demand eventually crashes, all the new production capacity is left without buyers to sell to, so maybe it does not even make sense to create it.

There won't be any new production capacity until DDR6 comes out. There is no point in investing into an obsolete technology like DDR5.

China will happily take that business. They are producing DRAM now arent they?

Re: Average DRAM price in USD over last 18 months

#190

Post by csomar »

somenameforme wrote: post #79

I don't understand this. I'm looking at prices on some Asian store fronts and it's nowhere even remotely near these. I'm looking at DDR5-6000 2x16 for about $130, with no apparent limits. Even with tariffs, transport, and other fees, you could get this to the US for way less than $400. I doubt the market could be this inefficient - in other words I don't think I just found a get rich quick scheme. So, what gives?

The market is inefficient. Also, if you are in a small country, the demand is not there. So the seller will sell with regular prices. The stock will also be very low to export it back to where it came from.
Post reply on HN