https://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…
Novice question: If they built something other than classic dram modules with the wafers maybe they could achieve faster bus speeds? How does Apple do it?
Average DRAM price in USD over last 18 months
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Re: Average DRAM price in USD over last 18 months
#72the other side of the AI bubble are a huge amount of 2nd hand parts of all kinds going to come onto the market?
Memory chips are divertied to registered server RAM and those will not fit most workstations
Re: Average DRAM price in USD over last 18 months
#73To 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
Re: Average DRAM price in USD over last 18 months
#74Re: Average DRAM price in USD over last 18 months
#75Apple system config upgrades not looking so bad anymore
- $25 / GB ($200 for 8 GB for the M5 MacBook Pro and the M4 MacBook Air)
- $16 / GB ($400 for 24 GB for the cheapest M4 Pro MacBook Pro)
- $12.5 / GB ($200 for 16 GB and then $800 for 64 GB more for the most expensive M4 Pro and M4 Max MacBook Pros)
and Apple's RAM is faster than PC RAM.
Re: Average DRAM price in USD over last 18 months
#76Re: Average DRAM price in USD over last 18 months
#77Inflation metrics seem to fail to capture the increase in leading-edge tech products of the past 18 months.
They seem to fail to capture a whole lot of things. Supposedly $1 in 2000 is worth $1.88 in 2025. So 88% inflation over the 25 years. Meanwhile the median home price has increased by 150%. Family insurance by 350%. Median college tuition by 225%. Childcare costs have risen by 200%. But sure. We can buy super cheap 65" tvs now. Hurray for us! Literal kings who lived hundreds of years ago couldn't possibly imagine a wo…
Re: Average DRAM price in USD over last 18 months
#78https://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…
Re: Average DRAM price in USD over last 18 months
#79Even with tariffs, transport, and other fees, you could get this to the US for way less than $400. I doubt the market could be this inefficient - in other words I don't think I just found a get rich quick scheme. So, what gives?
Re: Average DRAM price in USD over last 18 months
#80I don't understand this. I'm looking at prices on some Asian store fronts and it's nowhere even remotely near these. I'm looking at DDR5-6000 2x16 for about $130, with no apparent limits. Even with tariffs, transport, and other fees, you could get this to the US for way less than $400. I doubt the market could be this inefficient - in other words I don't think I just found a get rich quick scheme. So, what gives?