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The RAM shortage could last years

theverge.com

281–290 of 536 posts

Re: The RAM shortage could last years

#281
post #222

I’m a bit of an optimist. I think this will smack the hands of developers who don’t manage RAM well and future apps will necessarily be more memory-efficient.

like 1973 oil crisis? End of V8 engines (pun intended)

Yeah, like that. Modern engines eclipsed pre-1970s engines in performance, efficiency, and even (yes I said it) in reliability.

At a cost of simplicity and beauty. And two lost decades of mediocre performance. Sigh

Re: The RAM shortage could last years

#282
post #258
post #230

Earlier quoted context omitted.

It won't be "happening" until Slack, Teams, and Discord leave Electron behind. They are the apps that need to be open 24/7.

Teams works similarly in browser tab and "natively". Slack was similar if I remember correctly.

I only ever use Discord in a browser window.

Re: The RAM shortage could last years

#283

Earlier quoted context omitted.

To add a more local hurdle as well, the Dutch power grid is at capacity and its managing company is now telling companies that planned to build a datacenter that they can't be connected to the grid until 2030, even though said companies already paid for and got guarantees about that connection. That is, memory capacity is reserved for datacenters yet to be built, but this will do weird things if said datacenter const…

This just highlights what an utter failure and self-inflicted wound the green policies of Euro countries have been. Europe has already lost the AI race to the U.S. and China.

Renewables is the only realistic path to energy independence. Today's global situation should show the absolute necessity of that, even if you dont give a sh*t about the environment.

Had we done more 10 years ago we would have been better of. The second best time to start is now.

Re: The RAM shortage could last years

#286

Earlier quoted context omitted.

The point is you can be lazy and write the app in html and js. Then you dont need to write c, even though c syntax is similar to js syntax and most gui apps wont require needing advanced c features if the gui framework is generous enough. Now that everyone who cant be bothered, vibe codes, and electron apps are the overevangelized norm… People will probably not even worry about writing js and electron will be here to…

Honestly C and JavaScript could hardly be more different, as languages. About the only thing they share is curly braces.

Yeah JS is closer to lisp/scheme than C (I say this as someone who writes JS, Clojure and the occasional C).

Re: The RAM shortage could last years

#287
post #122

Earlier quoted context omitted.

Yes. Amsterdam has one of the largest IXPs (AMS-IX) in Europe and is also one of the largest European markets for Internet Infrastructure services (i.e. hosting, DNS provision, domain name registration, etc.)

And all of these are practically irrelevant for AI data centers.

Do AI data centers not need internet connectivity anymore?

The value of an IX isn't just in the IX itself, but also in the presence of hundreds of parties for direct peering, and excellent connectivity to the rest of the world.

It makes a lot of sense to build your DC near one - even if you have no intention of actually participating in the IX itself.

Re: The RAM shortage could last years

#288
post #195

Earlier quoted context omitted.

Free lists aren't expensive for most usage patterns. For cases where they are we've got stuff like arena allocators. Meanwhile GC is hardly cheap. Of course memory safety has a quality all its own.

hopefully not implying needing a gc for memory safety...

Yeah, there's always Fil-C (Rust isn't memory safe in practice).

Re: The RAM shortage could last years

#289

Earlier quoted context omitted.

They ordered 40% of the global RAM production for 2025/26. It was a non-binding agreement that either side could easily withdraw from but they're essentially trying to buy about half of all the RAM.

Blows my mind that it's non-binding. If I booked half a hotel's rooms then suddenly said "yeah never mind. Half my friends cancelled and we're not staying", basically any hotel would be coming at me for my money because there's no way they can fill their rooms now and they're losing revenue. But OpenAI can really get the whole world to pivot towards it then say "cool but we don't need your product anymore" and RAM ma…

it's used for price gouging by the cartel

if anything, OpenAi might be in on it

Re: The RAM shortage could last years

#290

Something I haven’t been able to reconcile: If AI makes software easier to create, that will drive the price down. How are software companies going to make enough revenue to pay for AI, when the amount of money being spent on AI is already multiples of the current total global expenditure on software? This demand for RAM is built on a foundation of sand, there will be a glut of capacity when it all shakes out.

Everyone's betting on Jevons paradox

the hope is that Ai is "the next semiconductor" and "the next internet"

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