this post was submitted on 07 Jan 2026
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Fuck AI
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AI, in this case, refers to LLMs, GPT technology, and anything listed as "AI" meant to increase market valuations.
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RAM prices for Apple were historically ultra expensive, already before the crisis they were charging 250 euro for 8gb.
Now it's almost the normal price. (But still expensive)
Also, their RAM are embedded in the soc package, meaning they buy the raw dies, then package them in the same block, and have a very different contract directly from the chip manufacturer (they will buy n millions of chips over n years at this fixed price)
It's not like normal PC manifacturers where they need to buy already made sticks at market price
AFAIK, they also negotiate and buy product into the future. The only difference is the product is the stick, sent by the palette from the factory, instead of a spool of memory chips. Neither are paying the market price, they negotiate a price for delivery a year in advance.