251–260 of 662 posts
It seems we will run out of hardware by March? "Hard drives already sold out for this year" - https://www.theregister.com/2026/02/20/ai_blamed_again_as_ha... Time for an AI tax on the hyperscalers.
> It seems we will run out of hardware by March? What happens when an unstoppable force (building everything in Electron because hardware is cheap) meets an immovable object (oh no hardware is expensive now)?
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Low yields means their production can cost more than they sell it for, which is not sustainable. They have to have yields good enough that they can make money, otherwise the government is just subsidizing a give away, which is fine if they don’t export them but wouldn’t make sense if they do.
Chinese planning revolves around mastering a technology no matter the cost, then monopolozing the global market no matter the cost, then bankrupting existing foreigner competitors or entirely preventing them from arising in the first place no matter the cost, to only then caring about costs and to start profiting from it all.
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America doesn't manufacture DRAM either, this is all South Korea and Taiwan.
??? Micron has DRAM megafabs in both Idaho and New York state. https://en.wikipedia.org/wiki/Micron_Technology
They make DRAM for cars, not computers, in the USA. They've promised they'll bring manufacturing onshore any time soon, which effectively means they'll wait until Trump forgets about it.
0: https://www.nist.gov/news-events/news/2025/06/president-trum...
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> What's behind the European push? Obviously the US pushing absolutely everyone away and making EU and Europe the new enemy, so now we here want to reciprocate that and feel the need to move away from US infrastructure ASAP. Personally I've been on a personal quest to minimize my usage of US-based services for many years already, but right now it's even part of the mainstream conversations, so seems to be ramping up,…
Is this voting with dollars (euros) due to views, or is there a regulatory reason to avoid US providers in Europe?
Personally I do it because it's better aligned with what kind of future I want, and not wanting to support hyper-captalism environments anymore.
CPX31 Cloud Server (Germany): €13.10 → €13.99/month (+€0.89, ~+6.8%) BX21 Storage Box: Unchanged Primary IPv4: Stays at €0.50/month
A significant part of this is probably just the hockey-stick growth in the price of memory we have seen in the past 6 months. Would be surprised if this wasn't impacting their bottom line for maintenance.
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We see that market is very irrational now and it can stay irrational for long enough to destroy everything we know in tech. By the time market figures things out, you may no longer have services, and hardware that you use daily. When such amounts of stupid money are pumped into a single industry, even if all AI companies went out of business tomorrow, it's going to take years for things to go back to normal. FWIW, I'…
Sounds like hyperbole. Yes the world is connected yes we are seeing shortages, yes the market is imperfect and it lags but this is how things get fixed. Prices are sorted out, manufacturers make bets on long term capacity. Some will be losers, some will be winners.
At the same time, the rational market is behaving rationally - they're not increasing production because they're fearing AI bubble could burst, leaving them with oversupply and expensive factories.
The market, apart from AI market, is behaving exactly as it's designed and as it should. But it doesn't mean outcome is good for everyone.
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I also don't think you're right that it never happened for the dedicated servers :) I'm only using Hetzner for dedicated servers, and found an email from 2022 where they mention price updates: > Unfortunately, we are forced to increase the prices on these Server Auction models [...] old price 37.60 Euro -> 59.29 Euro, comes into effect 2022-03-03 Citing raising energy prices at that time.
Probably not for existing customers (their existing servers). I don't recall anything other than the IPv4 related increase in the past. I might be wrong of course as I've demonstrated already.
Yes, in 2022 I was an existing customers, and my server increased in price then, the server affected at that point went from 37.60 Euro to 59.29 Euro. Today that same server went from 65.22 to 67.18, so there is even more price increases seemingly between today and 2022 but I'm not finding exactly when that was.
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America doesn't manufacture DRAM either, this is all South Korea and Taiwan.
??? Micron has DRAM megafabs in both Idaho and New York state. https://en.wikipedia.org/wiki/Micron_Technology
https://www.micron.com/us-expansion/id
> Micron has already achieved key construction milestones on its first Idaho fab with DRAM output scheduled to begin in 2027.
https://investors.micron.com/news-releases/news-release-deta...
> Production is expected to start in 2030 with the fabs ramping throughout the decade.
Until they start outputting DRAM in any meaningful quantity, they're not relevant.