I remember when crypto ruined the market for GPUs, and now AI is ruining the market for DRAM. Darn you, fads.
Average DRAM price in USD over last 18 months
341–350 of 423 posts
Re: Average DRAM price in USD over last 18 months
#342Earlier quoted context omitted.
Their risks are none. They are not increasing capacity, only selling the available one to the highest bidder. Whenever these AI companies run out of money, these producers can simply resume their regular business.
It only depends on whether they get addicted to the high prices.. as long as they can withstand a collapse in the prices then you're right they have minimal risk
Assuming they haven't massively changed operations to crank up supply, which seems to be the case, they shouldn't be massively hurt with a price drop.
If this price goes on for a longer period though, I assume that won't be the case.
Re: Average DRAM price in USD over last 18 months
#343Earlier quoted context omitted.
What a ridiculous statement. We have a massive number of people in the USA relying on financial support for purchasing food. Not every single American is fat, especially those who literally can’t afford to eat.
There are lots of Americans who go hungry, but mostly outside the USA. Starvation deaths inside the USA are almost entirely secondary to medical conditions that interfere with eating.
Generally there is a hidden starvation (I'm not sure the exact term), when one consumes just enough calories to survive a bit longer but almost no vitamins and minerals to live normal life.
Similar to polluted air/environment such deaths will hardly be backtracked to the true roots.
The most recent were deaths in conjunction with COVID. Was it due to COVID directly, indirectly or it was so bad that COVID could not really make it worse...
Re: Average DRAM price in USD over last 18 months
#344what's funny for me, I bought this nice ram a while back but my CPU caps its speed so it's stuck at 2400mhz like ugh
Re: Average DRAM price in USD over last 18 months
#345https://www.mooreslawisdead.com/post/sam-altman-s-dirty-dram... On October 1st OpenAI signed two simultaneous deals with Samsung and SK Hynix for 40% of the worlds DRAM supply... the shock wasn’t that OpenAI made a big deal, no, it was that they made two massive deals this big, at the same time, with Samsung and SK Hynix simultaneously! In fact, according to our sources - both companies had no idea how big each other…
In case you needed more confirmation OpenAI has no IP moat...
Re: Average DRAM price in USD over last 18 months
#346Earlier quoted context omitted.
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.
It's illegal if you're trying to make prices higher, but it's completely legal and normal if you actually want the RAM.
Before you buy anything from a store, do you also show them all your receipts from the other stores you visited today?
Re: Average DRAM price in USD over last 18 months
#347To put this in long term relation. Even current DDR4 3200 DIMM prices are at an all time high. These are 6+ year old chip specs now! I even thought stuff was overpriced four years ago in mid-2021 already, but this is a whole new level. Some sample long term data for those: https://geizhals.eu/?phist=2151624&age=9999
My 64 GB of DDR4 3200 RAM has tripled in price to $600. I am seriously considering selling it and just waiting for prices to drop again.
Re: Average DRAM price in USD over last 18 months
#348Earlier quoted context omitted.
I think the price increases we are seeing are a direct result of the skepticism about AI scale viability. The big dram houses aren’t increasing capacity, due to the risks you mention. So demand from other sources has to be suppressed through being priced out in order to meet those supply promises made to OAI in ignorance of their true scale. This is OAI doing suppliers dirty by making economy distorting moves without…
> This is OAI doing suppliers dirty by making economy distorting moves without transparency, intentionally distorting the market in an effort to hurt competitors. Yet another example of the “free market” creating destruction for the general public. At the speed OpenAI is growing, it's far more likely they're trying to protect themselves first, not harm competitors. The market only exists because it's free / semi free…
I think we can dispense with the strawman Soviet Russia alternative lmfao.
In a reasonably well regulated market, deception at that scale (that utterly destroys competitive buildouts by externalizing the costs that normally would be borne by a customer needing an exceptional order) would be a clear violation of market laws. The fact that deceptive, aggressively anticompetitive behavior such as this , blatantly harmful to other innovation passes as “free market” is a laughable assertion… this is merely the will of the stronger, not any reasonable definition of a free market. A free market implies transparency in pricing and demand, alongside fair competition practices.
Anyone else planning to innovate in the ML space just took a huge hit thanks to OAI, including scientists, pharmaceutical companies, and other things that arguably operate mostly in the realm of clear public good.
Their inherent assumption that might = right is a very powerful indication of their inability to be trusted in the control of a tool / weapon that has more potential to steer the future of humanity than nuclear power/weapons ever did. It’s clear that A: they don’t see AI as any big deal, or B: they don’t care how their actions affect humanity in any nuanced sense of the concept.
Re: Average DRAM price in USD over last 18 months
#349Earlier quoted context omitted.
I think the price increases we are seeing are a direct result of the skepticism about AI scale viability. The big dram houses aren’t increasing capacity, due to the risks you mention. So demand from other sources has to be suppressed through being priced out in order to meet those supply promises made to OAI in ignorance of their true scale. This is OAI doing suppliers dirty by making economy distorting moves without…
> The big dram houses aren’t increasing capacity, due to the risks you mention. Except they are > SK hynix to boost DRAM production by a huge 8x in 2026, still won't be enough for RAM shortages > It's also not just SK hynix that is boosting DRAM production capacity, with both Samsung and Micron rapidly increasing their respective DRAM production numbers. https://www.tweaktown.com/news/109011/sk-hynix-to-boost-dram...
lol 8x in 2026 hahahahahahaha that is one of the funniest things I’ve ever heard of coming from a semiconductor manufacturer. Maybe 8x as many of something they weren’t selling beforehand, but increasing production on full fabs by 8x? I’d love to be wrong but this makes zero sense to me.
Re: Average DRAM price in USD over last 18 months
#350Earlier quoted context omitted.
Your mistake is assuming there is some correlation with usefulness and size. The JS Gmail UI from 15 years ago was just as functional as the one today. Websites that are supposed to be simple lists end up bloated and laggy because of really poor JS that makes one request per item iteratively to populate a list.
I do like the old JS Gmail UI. But the current JS Gmail UI doesn’t feel any slower. It is cluttered with more features, but some of them I find useful. (Displaying my calendar and being able to accept invites right in Gmail being a big one.)
It absolutely is slower. To an extreme degree even. It takes 10 to 20 seconds to load and is incredibly sluggish to use on some low-end machines I use regularly.