W** Is Going On? - The RAM apocalypse (tune in at 8:50 is a must)

you tube ^ | Oct 2015 | GNCA - GamersNexus Consumer Advocacy

[dennisw]

https://www.youtube.com/watch?v=h3JfOxx6Hh4

In this video, we walk through the anti-consumer AI circlejerk contributing to what we think is an "AI bubble." NVIDIA, AMD, and Intel are now all sort of working with each other, despite also being the only competitors in some of their market segments.

This creates opportunity, we think, for price fixing and anti-consumer collusion; at the same time, the three are now crossing over in their partnerships with OpenAI, CoreWeave, Oracle, xAI, and other AI-obsessed companies demanding more AI pickaxes.

https://www.youtube.com/watch?v=h3JfOxx6Hh4

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TOPICS: Business/Economy; Computers/Internet
KEYWORDS: ai; computers; parts; ram

[dennisw]

https://www.youtube.com/watch?v=BzAdXyPYKQo
Silicon Valley (TV series) No Revenue ... Why would you go after revenue? Hilarious and speaks to our AI bubble and AI mega hyping

https://www.youtube.com/watch?v=BzAdXyPYKQo

[Tell It Right]

Both my iphone and my Windows laptop tell me that I already have AI at my fingertips. LOL

[rarestia]

July 2024 purchased 128 GB DDR5 RAM for my home server: $450.

December 2025 quoted 64 GB DDR5 RAM for a possible new home server: $550.

RAM prices have skyrocketed, and M.5 and SATA SSDs are drying up as well. Hope y’all’s computers are where you want them, because component costs aren’t going to come down anytime soon.

[Nervous Tick]

I wish that AI was a product that a consumer like me could simply choose not to buy...

[RoosterRedux]

These “circular deals” aren’t smoke and mirrors so much as chipmakers locking in future sales.

And contrary to bubble behavior, markets have punished hyperscalers for capex intensity, with that caution spilling over into the broader AI sector.

[BipolarBob]

They’re not lying.

[BipolarBob]

TPTB choose for you to not have that choice.

[suthener]

Just for general information and maybe a little off topic but I bought this a couple weeks ago:

C4 Mini PC 11 Pro, Ryzen 5 3550H (Beat 4300U /3500U /3300U) Desktop Computer Dual 1000Mbps NIC LAN, 16GB RAM 512GB SSD Micro PC, WiFi 5, BT 5.0, Triple Display, PC for Home Theater, Office

for about $220. Works fine. I expect to get about 3 years out of it based on previous experience.

[Flaming Conservative]

SkyNet.

[know.your.why]

Remember back in 1992 or 1993 when a fire at a computer circuit manufacturer in Taiwan caused RAM prices to spike to over $100 per Megabyte? It was the only time my computer actually increased in price. I had the fastest PC of all my friends. 486DX VESA bus w/4MB ram and a whopping 1MB video card and Netscape was the preferred browser with a blazing 14.4Kbps modem?

[MikelTackNailer]

What I don’t get is how memory for internal chips have skyrocketed while the costs of USB sticks have dropped to unheard of levels. I know they’re made differently but it still doesn’t make any sense.

[dayglored]

USB drives are not RAM.

[Sirius Lee]

[dennisw]

“Both my iphone and my Windows laptop tell me that I already have AI at my fingertips. LOL”

This is called local AI done by the chips within. This is extremely week compared to on-line AI. Unless you are a dedicated fan of local/at home AI. There are local AI units you can buy that are in the thousands usually. You can also stack 4x Apple Studio to make a powerful AI cruncher for your home. There are a few YT videos on Studio Stacking because guess what! Apple loaned them out to at least 5 YTube influencers, to boost Apple’s AI rep that is currently pathetic.

My bet is that Apple is working hard at an Apple Silicon AI chip that will be next level, since they have a sweetheart deal/agreement with TSMC (think 3nm and lower)
Google and Amazon have their own designed in house AI chips for some of their datacenters. They spent years developing them.

[Tell It Right]

I was poking fun. LOL

As a quasi-retired software engineer.

My bet is that Apple is working hard at an Apple Silicon AI chip that will be next level,...

I don't know. I gave up believing that Apple would make a real effort to be in the business world (except for niche markets like publishing). Apple didn't seem to put any real effort in making their server OS work. I believe a recent version of Oracle is the first enterprise level DB that'll run on Apple OS. Maybe the AI market will change that mindset and we'll see Apple on the back-end soon.

[dennisw]

“What I don’t get is how memory for internal chips have skyrocketed while the costs of USB sticks have dropped to unheard of levels. I know they’re made differently but it still doesn’t make any sense.”

RAM memory is very different than the memory (chips) in flash drives and NVMe drives. NVMe prices have been climbing. Bottom line is that a new HP or Dell will cost you more in 2026 onward.

[MikelTackNailer]

Thank you. Looks like I might check Amazon’s selection of “renewed” (refurbished) laptops again before the difference catches up. Got the Dell I’m using for $280 after it was selling new for $1200. The cool thing is that you get them in better working condition than they were out of the box plus a one-year warranty on top of the savings.

[nutmeg]

.

[Dr. Sivana]

RAM prices have skyrocketed, and M.5 and SATA SSDs are drying up as well. Hope y’all’s computers are where you want them, because component costs aren’t going to come down anytime soon.

I have been in IT long enough that I have seen these price fluctuations, especially in memory and processors go up during a tech change or some other squeeze on supply. It returns again. I remember a SIMM memory spike in the early 90s as systems were going from pluggable chips. I remember a har drive price spike when one of the big manufacturers (WD?) had an explosion. And of course there is the ongoing shortage of high-end graphics chips.

It wasn't so long ago when there wasn't an nVidia, and shorter still when they were a smaller operator, dwarfed by players like AMD, ATI, Matrox. Now they are one of the largest companies in the world.

People who want the highest performance and capacity in memory will pay more. They always have. Mainstream memory will level off, especially as more manufacturing returns stateside.