[Governor Dinwiddie]

There is a huge shortage of memory chips unlike anything seen before. Micron exited the retail
market. Capacity by all fabs has been sold for years ahead. It's the the whole tulip bulb AI craze.

[Augie]

There is a huge shortage of memory chips unlike anything seen before. Micron exited the retail market. Capacity by all fabs has been sold for years ahead. It's the the whole tulip bulb AI craze.

I'm a data center rat for a giant, evil corporation that I won't name right now. Today I had lunch with one of the Cisco field engineers that services our account.

He told me that "at least one, but we think two or three" very large AI players are, and have been for awhile, buying immense quantities of CPU/GPU/RAM for the sole purpose of keeping those chips out of the hands of their AI competitors. Not installing it in server gear - they're mothballing it.

For as long as I can remember Cisco would honor the price on a hardware quote for six months. Today, a quote for Cisco UCS server gear is locked in for seven days. Seven. Days.

We truly are living in interesting times.

[Paul R.]

Yeah, memory prices have shot way up. I really need to double the DRAM in my wife’s mini-PC. It may be cheaper to buy a used PC and scavenge, than buy new, or even used DRAM itself...