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Apple's 512GB Mac Studio vanishes, a quiet acknowledgment of the RAM shortage

arstechnica.com

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Re: Apple's 512GB Mac Studio vanishes, a quiet acknowledgment of the RAM shortage

#81
post #7

Earlier quoted context omitted.

Weren't 512GB models selling like hot cakes to the complete surprise of Apple? Wait time was up to 3 months last time I checked. Glad I got mine last October.

“Like hot cakes” is relative. > The 512GB Mac Studio was not a mass-market machine—adding that much RAM also required springing for the most expensive M3 Ultra model, which brought the system’s price to a whopping $9,499. Number of people willing the number of people willing to spend $10,000 on a computer is pretty tiny. Maybe they are common enough in HN circles, but I doubt any one at Apple is losing sleep over the…

A retailer told me they sold more 512GB RAM MacStudios than any other type. N=1 I know but still...

Re: Apple's 512GB Mac Studio vanishes, a quiet acknowledgment of the RAM shortage

#82

Earlier quoted context omitted.

It’s only a failure if manufacturers don’t respond by increasing capacity.

This is like believing there's unlimited, instant-on capacity. The same type of "we can just tariff whatever we want, and magically, the market will figure it out". That makes sense for a few products, but not something that takes billions of dollars, multiple factories, etc to produce.

That is true. Apart from all the other times demand for memory has exceeded supply.

You can't compare it to tariffs because the cheaper alternative to investment is to bribe your politicians.

Re: Apple's 512GB Mac Studio vanishes, a quiet acknowledgment of the RAM shortage

#84

Earlier quoted context omitted.

The video is 1 and half hour long. It's a whole documentary. Very detailed and well thought out, but too long for me at the moment. I'll see if its possible to get a summary somehow.

I haven't watched up the video but I went way too into the weeds of the ram crisis. I am not sure what the video suggests. This is my own understanding of the things after I got way too invested in why does OpenAI need all of this ram all of a sudden. (On a random tuesday) My understanding is TLDR: The stargate project had OpenAI,Oracle,Softbank etc. Softbank got the money from Japanese bank loan[0] at low interests…

Incredible digging. I remember reading comments about the reason the price hike was the Sam Altman secured a deal with the few ram producer in secrecy were they promised to reserve a large portion of their production to OpenAI for the next years (I don't remember how long). Supposedly Sam will just to put them in a warehouse to collect dust.

Re: Apple's 512GB Mac Studio vanishes, a quiet acknowledgment of the RAM shortage

#85
post #54

Earlier quoted context omitted.

Or the fact that if they sell all their RAM without putting it in devices, they won’t be able to sell devices, and some portion of their customer base will leave their ecosystem, possibly forever.

Yea, wwdc is happening soon and the M5 ultra is in production . The new pricing will be respective on the highest config (768 gb is rumored) though.

M5 Max has still only 128GB RAM at most; one would expect 192GB if there was any indication M5 Ultra would have 768GB RAM?

Re: Apple's 512GB Mac Studio vanishes, a quiet acknowledgment of the RAM shortage

#88
post #75
post #54

Earlier quoted context omitted.

Or the fact that if they sell all their RAM without putting it in devices, they won’t be able to sell devices, and some portion of their customer base will leave their ecosystem, possibly forever.

The story is literally about them cancelling a product variant...

And you think this is the first sign that they’ve decided they’re going to spend the next few years being a RAM reseller before starting to sell consumer products again?

Re: Apple's 512GB Mac Studio vanishes, a quiet acknowledgment of the RAM shortage

#90
post #27

They may be trying to sell through the existing CPU before a launch (soft or not) of the M5-based versions (though I've heard the rumor is there will be no M5 Ultra and we might be looking at an M6 Ultra later in the year).

Interestingly, the "ultra" Mac Studio released a year ago was based on the older M3, not M4. Apparently, the work to "ultra-fy" a CPU is significant (which makes sense) so there can be a lag.

Not that they have to follow pattern, but the a Mac Studio ultra released later this year might be based on M4. Or one based on M5 might be released a year or more from now.

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