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Microsoft doesn't know what to do about the memory pricing crisis Microsoft is causing
(www.pcgamer.com)
This is a most excellent place for technology news and articles.
You think RAM prices are ever going to drop?
Sweet, summer child..
Yeah, I do. For two reasons.
Buildout will start to slow down when the speculative investment slows down. Which is going to happen. None of the big ai companies are actually making money yet, and even if they were, eventually growth will start to level off. Investors are always looking for the next big thing, so once AI isn’t the shiny new thing, the magic investor money will start to dry up.
Even if demand continues as it is, more memory will be manufactured. China is already producing memory, and I’m expecting them to scale fast. Also other countries and regions are realizing how important tech independence is, so I expect we’ll see more fabs pop up at least in the EU and US. One of the big reasons we’re in this mess is that the Korean fabs have been hesitant to expand production because even they don’t expect this to last.