this post was submitted on 25 Jun 2026
483 points (99.2% liked)
Technology
85779 readers
3561 users here now
This is a most excellent place for technology news and articles.
Our Rules
- Follow the lemmy.world rules.
- Only tech related news or articles.
- Be excellent to each other!
- Mod approved content bots can post up to 10 articles per day.
- Threads asking for personal tech support may be deleted.
- Politics threads may be removed.
- No memes allowed as posts, OK to post as comments.
- Only approved bots from the list below, this includes using AI responses and summaries. To ask if your bot can be added please contact a mod.
- Check for duplicates before posting, duplicates may be removed
- Accounts 7 days and younger will have their posts automatically removed.
Approved Bots
founded 3 years ago
MODERATORS
you are viewing a single comment's thread
view the rest of the comments
view the rest of the comments
Buddy...
If they can make 5 million selling consumer of 500 million selling to data centers...
They're going all in on data center.
Aren't the data center deals only finalized and paid upon actual completion of the project? Like that's part of what makes the AI thing a bubble - companies are trading IOUs. I pinky swear to buy these chips once I have the data centers to house them in and the data centers have the power, water, etc from local infrastructure needed to operate and you pinky swear you'll have the actual physical goods available at that time to fulfill that order.
What happens if a large amount of these pinky swears, which inflated stock prices are built on top of, fall through?
Are you asking me to look that up for you?
You probably could have looked it up in the time you took to go on a hypothetical and wait for me to respond.
And you could have looked up information instead of vomiting nonsense everywhere but instead we're here.
I just figured that since you're such an obvious expert on the subject, you'd just know.
Yes but you don't simply sell to datacenters. Who build them must buy from you. But who the hell know you? That's the point.
What?
Legitimately, what are you even trying to convey here?
Edit:
Do you mind sharing what country you're from?
Because it seems like everyone in here saying China will but anything over profits is people either from China or an instance that constantly defends China...
I would prefer not to dox myself, but I'm from Europe.
What I'm trying to say here is that more competition in a so oligopolistic market would helps bring prices down. I'm not licking China boots here, it could have been even the brits I don't care.
No one is saying that's wrong.
I'm saying that those companies wouldn't stop making something with a $1k profit per unit to make something with a $100 profit per unit product.
Consumers will never be willing/able to pay the prices datacenters will pay.
For companies to start switching back to consumer ram. Either the AI bubble needs to burst so demand goes away, or consumers have to be desperate enough to see our prices keep skyrocketing.
They may even know the bubble will burst, at least understand that they won't keep being built at this rate. But it costs money to switch, there is zero reason to switch before that math changes, because it's a relatively quick and easy switch.
Like...
What aren't people understanding here?
Look, I'm no one. So here's someone:
Since they have no enterprice contractors they must still get known. The point is they can't just prentend to be bigs and sell to datacenters. They are still catching up. This results in trying to enter FIRSTLY the consumer market (which doesn't mean deadly low prices). After that of course datacenters will start buy from them, but from now (as far as I know) only Corsair started buying from them.
If you got more questions, please refer to internet.
I don't have questions, but you should read your own link...
What's preventing them.from Data center contracts is they lack the scalability...
If they develop the scalability to make a dent in consumer RAM, they now have the ability to get datacenter contracts.
The only question is if they'll pay to build up that missing architecture, or if a data center contract will come with the build out costs included.
You're looking at an apple falling out of a tree and expecting it to blast straight thru to the other side of the planet.
You don't understand any of this, but weirdly think you're helping people...
Re-read my first comment