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As AI gobbles up chips, prices for devices may rise

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521–530 of 536 posts

Re: As AI gobbles up chips, prices for devices may rise

#521

Alarmist silliness. If it's a bubble prices will drop. If it isn't production will adapt.

> In the long run we are all dead. Economists set themselves too easy, too useless a task if in tempestuous seasons they can only tell us that when the storm is past the ocean is flat again.

J. Keynes

He was specifically criticising this "the market will regulate itself after a while" attitude. Nice for you to have a big enough safety net, bot not everybody does.

Re: As AI gobbles up chips, prices for devices may rise

#522
I always feel to place prices in context; Yes it does suck that 32gb DDR5 Ram is 300 dollars now, but comparatively a Magnus Pro XL table is $800 from the beginning. Furniture, Food, Clothes, etc are all at much higher marginal prices, its rather that PC building has been exceptionally cheap here. Are you really going to angrily shake your fist at society for that?

Re: As AI gobbles up chips, prices for devices may rise

#523

Earlier quoted context omitted.

And in the process of doing so they're providing a hugely valuable service by building these complex systems out of lots different components, and people and companies find a lot of value in that service. Calling this "scalping" is just economically illiterate conspiracy theorizing.

The majority of these companies have long term purchase agreements for hardware at prices far lower than the market prices today, that's front-running the hardware market, the same as scalpers buying up GPU's to restrict supply and then sell at higher prices. > And in the process of doing so they're providing a hugely valuable service The value is in the hardware itself, the added services aren't essential - just pac…

Do you call it scalping when the bakery gets flour cheaper than you and sells it back to you as bread?

Re: As AI gobbles up chips, prices for devices may rise

#525
post #201
post #15

Earlier quoted context omitted.

> Question: are SoCs with on die memory be effected by this? SoCs with on-die memory (which is, these days, exclusively SRAM, since I don't think IBM's eDRAM process for mixing DRAM with logic is still in production) will not be effected. SiPs with on-package DRAM, including Apple's A and M series SiPs and Qualcomm's Snapdragon, will be effected -- they use the same DRAM dice as everyone else.

*affected

Nah, people are affected, price is effected.

It's funky, I get it wrong all the time. Effect and Affect both have noun and verb uses.

Re: As AI gobbles up chips, prices for devices may rise

#526
post #201

Earlier quoted context omitted.

*affected

Nah, people are affected, price is effected. It's funky, I get it wrong all the time. Effect and Affect both have noun and verb uses.

“To effect x” means “to bring about x”. It’s an action that brings x into existence or causes x to happen. “To affect x” means “to impact x” or “to bear on x”. It’s an action that has an effect [sic] on an existing x.

Clearly, “affected” is meant above (SoCs with on-die memory are not impacted); “effected” doesn’t make sense in the context (SoCs with on-die memory are not brought about). Prices can be affected just as well as people.

Re: As AI gobbles up chips, prices for devices may rise

#528

Earlier quoted context omitted.

Have the laws of supply and demand been suspended? Capital is gonna pour into memory fabrication over the next year or two, and there will probably be a glut 2-3 years from now, followed by retrenchment and wails that innovation has come to a halt because demand has stalled.

We're not talking about growing tomatoes in your backyard.

Industrial production is no different, it just runs on different scales.

Re: As AI gobbles up chips, prices for devices may rise

#529
post #518

Earlier quoted context omitted.

Keyboards have had functions that let them play music at the touch of button for decades. Decades later we still don't consider anyone using that function a musician. >actual artists who use AI as a tool to make novel forms and styles of art. writing a prompt lol We don't compare Usain Bolt to Lewis Hamilton when talking about fastest runners in the world. But hey think about how much money you could save on a weddin…

Your reasoning process here is: There is a "demo" button on synthesizers that plays a canned melody, therefore playing canned melodies is all synthesizers can do, therefore nobody that uses a synthesizer is a real musician.

Yeah i'm saying the prompter is the button presser.

If i commission Michelangelo to paint me a picture that doesn't make me a renaissance artist.

Re: As AI gobbles up chips, prices for devices may rise

#530

Earlier quoted context omitted.

Bleh. I was already sad but I hadn't really thought about that specific impact, I can imagine smaller (read: small to big) VPS providers will be forced to raise prices while meta providers (read: AWS) can probably stomach the cost and eat even more of the market.

Exactly. I was thinking of building my own VPS provider on the pain points of development I felt and my father works in broadband business and has his own office and I was thinking of setting up a very small thing there almost the same hardware-alike of homelabbing But the ram prices themselves are the reason I am forced to not enter this industry for the time being. I have decided right now to save my money for the…

Now here's someone who did their homework. Thank you.
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