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Thanks a lot, AI: Hard drives are sold out for the year, says WD

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41–50 of 328 posts

Re: Thanks a lot, AI: Hard drives are sold out for the year, says WD

#41

Is this for NVME only or spinning drives too? I use both, but I actually have use cases for HDDs and hope those are less affected.

This particular news is for spinning drives, the other types we already had news about upcoming shortages earlier on.

Re: Thanks a lot, AI: Hard drives are sold out for the year, says WD

#44

Is this for NVME only or spinning drives too? I use both, but I actually have use cases for HDDs and hope those are less affected.

It’s affecting both. HDD maybe slightly less/slower, but you’re paying significantly more than six months ago in any case.

Re: Thanks a lot, AI: Hard drives are sold out for the year, says WD

#45
post #8

There's clearly easy/irrational money distorting the markets here. Normally this wouldn't be a problem: prices would go up, supply would eventually increase and everybody would be okay. But with AI being massively subsidized by nation-states and investors, there's no price that is too high for these supplies. Eventually the music will stop when the easy money runs out and we'll see how much people are truly willing t…

It's hard to increase long-run production capacity for what seems to be clearly a short-term spike in datacenter buildout. Even if AI itself is not much of a bubble, at some point spending on new AI facilities has to subside.

Re: Thanks a lot, AI: Hard drives are sold out for the year, says WD

#46
post #8

There's clearly easy/irrational money distorting the markets here. Normally this wouldn't be a problem: prices would go up, supply would eventually increase and everybody would be okay. But with AI being massively subsidized by nation-states and investors, there's no price that is too high for these supplies. Eventually the music will stop when the easy money runs out and we'll see how much people are truly willing t…

AI is going to be what fiber was to the dotcom bubble. Someone spend a lot of money on a lot of infrastructure, some of which is going to be incredibly useful, but sold for much less than it cost to build. Hardware just depreciates much much faster than fiber networks.

This goes beyond profits. It will be important for national security.

Re: Thanks a lot, AI: Hard drives are sold out for the year, says WD

#47
post #30
post #2

Good luck to everyone. Home you made some reserve. Yes, AI is nice, but I also like to be able to buy some RAM and drives…

The future is thin clients for everyone, requiring a minimal amount of RAM and storage because all they are is a glorified ChatGPT interface.

I'm running multiple services such as Forgejo, Audiobookshelf, Castopod and they all need no more than roughly 100 MB RAM.

There is one exception though. Open WebUI with a whopping 960 MB. It's literally a ChatGPT interface. I'm only using external API providers. No local models running.

Meanwhile my website that runs via my own Wordpress-like software written in Rust [1] requires only a few MB of RAM, so it's possible.

[1]: https://github.com/rikhuijzer/fx

Re: Thanks a lot, AI: Hard drives are sold out for the year, says WD

#48
post #28
post #7

Do they really think they will get some money from the AI ponzi scheme ? Well, at least they might still have a product to sell once the AI bubble pops, unlike with NVIDIA which does seem to kinda forgot to design new consumer GPUs after getting high on AI money.

They haven't forgotten, they've expressly decided to soft-pivot away from consumer GPUs. RTX 60x0 series is apparently coming in 2018… (oops, 2028. No time travel involved. Probably). If the bubble has burst by then.

> RTX 60x0 series is apparently coming in 2018

That's either a typo, or NVidia has achieved some previously unheard of levels of innovation.

Re: Thanks a lot, AI: Hard drives are sold out for the year, says WD

#49
What are companies needing all of these hard drives for? I understand their need for memory, and boot. But storing text training data and text conversations isn't that space intensive. There's a few companies doing video models, so I can see how that takes a tremendous amount of space. Is it just that?

Re: Thanks a lot, AI: Hard drives are sold out for the year, says WD

#50
post #43
post #37

Earlier quoted context omitted.

Is that still possible? Aren't they native USB with no adapter?

Those drives are SATA inside the case.

That depends on the brand. The lower priced brands, yes, those can be SATA, the more vertically integrated companies also make custom PCBs that just have USB-C without any SATA interface exposed internally.
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