Live data from Hacker News

2027 memory capacity is reportedly sold out

ign.com

81–90 of 489 posts

Re: 2027 memory capacity is reportedly sold out

#81
post #60

AI companies would do well to realize that civil disobedience is a thing. Take what's currently happening to Flock cameras as an object lesson. People are so fed up with Flock that they're cutting their cameras down en masse, sometimes wiping them clean from entire jurisdictions. Tens of thousands of other people in those jurisdictions are cheering them on, even offering alibis for them before they've been caught. La…

> Take what's currently happening to Flock cameras as an object lesson. People are so fed up with Flock that they're cutting their cameras down en masse, sometimes wiping them clean from entire jurisdictions.

It seems inevitable that these lost cameras will simply be upgraded to drone fleets. Not an identical replacement, but still "good enough" for the original purposes. Had they anticipated this problem and skipped the first phase, it might have been harder to manufacture consent for privacy invasion. But now anybody who was okay with the original cameras feels like a victim having them torn down, which makes it likelier they'll be okay with drones everywhere.

> Tens of thousands of other people in those jurisdictions are cheering them on, even offering alibis for them before they've been caught. Law enforcement doesn't seem too keen to catch them either. You absolutely can be so hated that the law will not be enforced to protect your property.

At least one third of the country is still okay with them, because they believe it helps rid them of illegals and deter crime, with downsides small enough to ignore, in their mind.

In sum, we don't have as much control over these things as you seem to believe. Capital was always in control with its crude but effective propaganda pipelines to manufacture enough consent. Now imagine those pipelines becoming even more effective thanks to AI. Not looking good.

Re: 2027 memory capacity is reportedly sold out

#83

Earlier quoted context omitted.

Isn't scalping a term used for tickets? Also, these companies supposedly intend to actually use the RAM they ordered, not reselling at some inflated price. It's all fair game IMHO, except the elephant in the room which is that the AI company bubble might pop.

Then we'll have a lot of cheap RAM.

Not sure if HBM can be used as regular DDR.

Re: 2027 memory capacity is reportedly sold out

#84

Amazon has implemented a password system for RAM delivery. You're supposed to give a password to the deliverer before taking delivery of the RAM, and you're not supposed to send the password over the phone at all (although the Amazon delivery guy still called me and asked for it over the phone).

This is normal for every item above ~100EUR delivered by Amazon here in Austria. Never had it happen that they asked for the code without showing me the package in-person first though.

Re: 2027 memory capacity is reportedly sold out

#85
post #68
post #60

AI companies would do well to realize that civil disobedience is a thing. Take what's currently happening to Flock cameras as an object lesson. People are so fed up with Flock that they're cutting their cameras down en masse, sometimes wiping them clean from entire jurisdictions. Tens of thousands of other people in those jurisdictions are cheering them on, even offering alibis for them before they've been caught. La…

Except nobody knows where the AI data centers are actually located.

You can hear them from quite far away since companies like X use on-site Methane Gas Turbine Generators because they don't want to wait for the grid capacity to catch up.

Re: 2027 memory capacity is reportedly sold out

#86
post #40
post #22

I saw on Twitter that TSMC has made 1B worth of chips for Apple that they cannot package because of missing memory. (PS: It is time to let ASML sell to CXMT.)

> (PS: It is time to let ASML sell to CXMT.) Why? High demand and low supply is very good for shareholders and make indexes go up, their goal is not to meet demand, they want exponential qurartly revunes

Its not like demand will be lowered by this though, I dont see how this would be bad for ASML (besides PR-China generally not respecting IP and them reverse engineering it)

Re: 2027 memory capacity is reportedly sold out

#88
post #22

I saw on Twitter that TSMC has made 1B worth of chips for Apple that they cannot package because of missing memory. (PS: It is time to let ASML sell to CXMT.)

I just thought… didn’t Intel start as a memory chip company?

Couldn’t intel repurpose some of its fabs (maybe the old ones?) to produce memory?

I’m no expert but… seems like an easy win?

Re: 2027 memory capacity is reportedly sold out

#89
post #37

This will have general inflationary consequences for consumer products (phones, consoles, laptops, etc.). On top of current uncertainties regarding oil and fertilizers, I think 2% inflation in the US and Europe would be a very optimistic target.

[dead]
Post reply on HN